Allegheny Financial Group’s iShares Russell 2000 Value ETF IWN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.94M	Buy	12,302 +3,783	+44%	+$597K	0.43%	46
2025 Q1	$1.29M	Buy	8,519 +200	+2%	+$30.2K	0.33%	58
2024 Q4	$1.37M	Buy	8,319 +4,674	+128%	+$767K	0.35%	56
2024 Q3	$608K	Buy	+3,645	New	+$608K	0.15%	126