Allegheny Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.26M | Buy |
5,079
+1,319
| +35% | +$340K | 0.17% | 86 |
|
|
2025
Q4 | $926K | Buy |
3,760
+319
| +9% | +$78.4K | 0.14% | 106 |
|
|
2025
Q3 | $833K | Buy |
3,441
+115
| +3% | +$26.4K | 0.16% | 109 |
|
|
2025
Q2 | $718K | Sell |
3,326
-996
| -23% | -$200K | 0.16% | 116 |
|
|
2025
Q1 | $862K | Buy |
4,322
+965
| +29% | +$209K | 0.22% | 89 |
|
|
2024
Q4 | $742K | Buy |
3,357
+961
| +40% | +$219K | 0.19% | 98 |
|
|
2024
Q3 | $529K | Sell |
2,396
-255
| -10% | -$54.6K | 0.13% | 135 |
|
|
2024
Q2 | $538K | Buy |
2,651
+17
| +0.6% | +$3.44K | 0.15% | 127 |
|
|
2024
Q1 | $554K | Buy |
2,634
+199
| +8% | +$39.7K | 0.17% | 108 |
|
|
2023
Q4 | $489K | Buy |
2,435
+407
| +20% | +$72.9K | 0.16% | 120 |
|
|
2023
Q3 | $358K | Buy |
2,028
+631
| +45% | +$118K | 0.13% | 136 |
|
|
2023
Q2 | $262K | Sell |
1,397
-340
| -20% | -$60.6K | 0.12% | 128 |
|
|
2023
Q1 | $310K | Sell |
1,737
-200
| -10% | -$36.8K | 0.13% | 126 |
|
|
2022
Q4 | $338K | Sell |
1,937
-152
| -7% | -$27K | 0.14% | 119 |
|
|
2022
Q3 | $344K | Sell |
2,089
-92
| -4% | -$16.8K | 0.16% | 106 |
|
|
2022
Q2 | $369K | Sell |
2,181
-1,789
| -45% | -$330K | 0.17% | 95 |
|
|
2022
Q1 | $815K | Buy |
3,970
+1,275
| +47% | +$260K | 0.35% | 58 |
|
|
2021
Q4 | $600K | Hold |
2,695
| – | – | 0.24% | 69 |
|
|
2021
Q3 | $590K | Sell |
2,695
-84
| -3% | -$18.6K | 0.27% | 66 |
|
|
2021
Q2 | $637K | Sell |
2,779
-49
| -2% | -$11K | 0.29% | 64 |
|
|
2021
Q1 | $625K | Sell |
2,828
-93
| -3% | -$20.3K | 0.46% | 43 |
|
|
2020
Q4 | $573K | Buy |
+2,921
| New | +$511K | 0.31% | 57 |
|
Other funds holding IWM
