Allegheny Financial Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.67M	Buy	25,080 +288	+1%	+$32.7K	0.36%	48
2025 Q4	$2.93M	Buy	24,792 +292	+1%	+$34.6K	0.43%	41
2025 Q3	$2.87M	Buy	24,500 +448	+2%	+$49.9K	0.54%	35
2025 Q2	$2.55M	Buy	24,052 +580	+2%	+$55.5K	0.57%	30
2025 Q1	$2.12M	Buy	23,472 +1,564	+7%	+$154K	0.54%	31
2024 Q4	$2.2M	Buy	21,908 +6,164	+39%	+$606K	0.57%	31
2024 Q3	$1.48M	Sell	15,744 -8	-0.1%	-$725	0.36%	51
2024 Q2	$1.44M	Buy	15,752 +948	+6%	+$80.9K	0.41%	44
2024 Q1	$1.25M	Sell	14,804 -1,824	-11%	-$147K	0.38%	50
2023 Q4	$1.26M	Buy	16,628 +1,252	+8%	+$88.5K	0.4%	42
2023 Q3	$1.02M	Buy	15,376 +1,152	+8%	+$79.5K	0.38%	49
2023 Q2	$979K	Hold	14,224	–	–	0.46%	38
2023 Q1	$869K	Hold	14,224	–	–	0.35%	59
2022 Q4	$762K	Buy	14,224 +9,352	+192%	+$514K	0.32%	62
2022 Q3	$256K	Buy	+4,872	New	+$286K	0.12%	124