Allegheny Financial Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.2M	Buy	17,172 +552	+3%	+$74.7K	0.3%	59
2025 Q4	$2.28M	Buy	16,620 +322	+2%	+$45K	0.34%	53
2025 Q3	$2.32M	Buy	16,298 +1,550	+11%	+$219K	0.43%	46
2025 Q2	$2.05M	Buy	14,748 +169	+1%	+$21.4K	0.45%	41
2025 Q1	$1.71M	Sell	14,579 -785	-5%	-$101K	0.44%	43
2024 Q4	$1.95M	Buy	15,364 +2,443	+19%	+$311K	0.5%	39
2024 Q3	$1.52M	Sell	12,921 -105	-0.8%	-$11.7K	0.37%	49
2024 Q2	$1.44M	Buy	13,026 +4,601	+55%	+$505K	0.41%	43
2024 Q1	$962K	Sell	8,425 -1,993	-19%	-$216K	0.3%	62
2023 Q4	$1.09M	Buy	10,418 +3,657	+54%	+$347K	0.35%	52
2023 Q3	$618K	Sell	6,761 -104	-2%	-$9.94K	0.23%	81
2023 Q2	$663K	Buy	6,865 +331	+5%	+$30.2K	0.31%	60
2023 Q1	$595K	Buy	6,534 +105	+2%	+$9.37K	0.24%	86
2022 Q4	$537K	Buy	+6,429	New	+$541K	0.22%	93