Allegheny Financial Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.55M | Buy |
6,013
+145
| +2% | +$61.6K | 0.57% | 30 |
|
|
2025
Q1 | $2.12M | Buy |
5,868
+391
| +7% | +$141K | 0.54% | 31 |
|
|
2024
Q4 | $2.2M | Buy |
5,477
+1,541
| +39% | +$619K | 0.57% | 31 |
|
|
2024
Q3 | $1.48M | Sell |
3,936
-2
| -0.1% | -$751 | 0.36% | 51 |
|
|
2024
Q2 | $1.44M | Buy |
3,938
+237
| +6% | +$86.4K | 0.41% | 44 |
|
|
2024
Q1 | $1.25M | Sell |
3,701
-456
| -11% | -$154K | 0.38% | 50 |
|
|
2023
Q4 | $1.26M | Buy |
4,157
+313
| +8% | +$94.9K | 0.4% | 42 |
|
|
2023
Q3 | $1.02M | Buy |
3,844
+288
| +8% | +$76.6K | 0.38% | 49 |
|
|
2023
Q2 | $979K | Hold |
3,556
| – | – | 0.46% | 38 |
|
|
2023
Q1 | $869K | Hold |
3,556
| – | – | 0.35% | 59 |
|
|
2022
Q4 | $762K | Buy |
3,556
+2,338
| +192% | +$501K | 0.32% | 62 |
|
|
2022
Q3 | $256K | Buy |
+1,218
| New | +$256K | 0.12% | 124 |
|