Allegheny Financial Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.05M | Buy |
14,748
+169
| +1% | +$23.4K | 0.45% | 41 |
|
|
2025
Q1 | $1.71M | Sell |
14,579
-785
| -5% | -$92.2K | 0.44% | 43 |
|
|
2024
Q4 | $1.95M | Buy |
15,364
+2,443
| +19% | +$310K | 0.5% | 39 |
|
|
2024
Q3 | $1.52M | Sell |
12,921
-105
| -0.8% | -$12.3K | 0.37% | 49 |
|
|
2024
Q2 | $1.44M | Buy |
13,026
+4,601
| +55% | +$508K | 0.41% | 43 |
|
|
2024
Q1 | $962K | Sell |
8,425
-1,993
| -19% | -$227K | 0.3% | 62 |
|
|
2023
Q4 | $1.09M | Buy |
10,418
+3,657
| +54% | +$382K | 0.35% | 52 |
|
|
2023
Q3 | $618K | Sell |
6,761
-104
| -2% | -$9.5K | 0.23% | 81 |
|
|
2023
Q2 | $663K | Buy |
6,865
+331
| +5% | +$32K | 0.31% | 60 |
|
|
2023
Q1 | $595K | Buy |
6,534
+105
| +2% | +$9.56K | 0.24% | 86 |
|
|
2022
Q4 | $537K | Buy |
+6,429
| New | +$537K | 0.22% | 93 |
|