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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $833K | Buy |
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|
2025
Q2 | $718K | Sell |
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|
2025
Q1 | $862K | Buy |
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|
2024
Q4 | $742K | Buy |
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|
2024
Q3 | $529K | Sell |
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|
2024
Q2 | $538K | Buy |
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|
2024
Q1 | $554K | Buy |
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|
2023
Q4 | $489K | Buy |
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|
2023
Q3 | $358K | Buy |
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|
2023
Q2 | $262K | Sell |
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|
2023
Q1 | $310K | Sell |
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|
2022
Q4 | $338K | Sell |
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|
2022
Q3 | $344K | Sell |
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|
2022
Q2 | $369K | Sell |
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|
2022
Q1 | $815K | Buy |
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|
2021
Q4 | $600K | Hold |
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|
2021
Q3 | $590K | Sell |
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|
2021
Q2 | $637K | Sell |
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|
2021
Q1 | $625K | Sell |
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|
2020
Q4 | $573K | Buy |
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