Allegheny Financial Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$987K	Buy	3,144 +1	+0%	+$333	0.13%	103
2025 Q4	$1.02M	Buy	3,143 +5	+0.2%	+$1.63K	0.15%	98
2025 Q3	$1M	Buy	3,138 +65	+2%	+$19.6K	0.19%	95
2025 Q2	$879K	Buy	3,073 +2	+0.1%	+$526	0.2%	102
2025 Q1	$785K	Buy	3,071 +181	+6%	+$51.1K	0.2%	99
2024 Q4	$832K	Buy	2,890 +2	+0.1%	+$592	0.21%	87
2024 Q3	$820K	Buy	2,888 +2	+0.1%	+$548	0.2%	98
2024 Q2	$758K	Sell	2,886 -34	-1%	-$8.83K	0.22%	89
2024 Q1	$791K	Buy	2,920 +264	+10%	+$67.5K	0.24%	76
2023 Q4	$670K	Buy	2,656 +2	+0.1%	+$451	0.22%	96
2023 Q3	$595K	Buy	2,654 +550	+26%	+$132K	0.22%	86
2023 Q2	$511K	Sell	2,104 -550	-21%	-$126K	0.24%	84
2023 Q1	$602K	Hold	2,654	–	–	0.24%	84
2022 Q4	$569K	Buy	2,654 +531	+25%	+$116K	0.24%	86
2022 Q3	$438K	Buy	+2,123	New	+$478K	0.21%	91