Allegheny Financial Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $879K | Buy |
3,073
+2
| +0.1% | +$572 | 0.2% | 102 |
|
|
2025
Q1 | $785K | Buy |
3,071
+181
| +6% | +$46.3K | 0.2% | 99 |
|
|
2024
Q4 | $832K | Buy |
2,890
+2
| +0.1% | +$576 | 0.21% | 87 |
|
|
2024
Q3 | $820K | Buy |
2,888
+2
| +0.1% | +$568 | 0.2% | 98 |
|
|
2024
Q2 | $758K | Sell |
2,886
-34
| -1% | -$8.93K | 0.22% | 89 |
|
|
2024
Q1 | $791K | Buy |
2,920
+264
| +10% | +$71.5K | 0.24% | 76 |
|
|
2023
Q4 | $670K | Buy |
2,656
+2
| +0.1% | +$505 | 0.22% | 96 |
|
|
2023
Q3 | $595K | Buy |
2,654
+550
| +26% | +$123K | 0.22% | 86 |
|
|
2023
Q2 | $511K | Sell |
2,104
-550
| -21% | -$133K | 0.24% | 84 |
|
|
2023
Q1 | $602K | Hold |
2,654
| – | – | 0.24% | 84 |
|
|
2022
Q4 | $569K | Buy |
2,654
+531
| +25% | +$114K | 0.24% | 86 |
|
|
2022
Q3 | $438K | Buy |
+2,123
| New | +$438K | 0.21% | 91 |
|