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

Allegheny Financial Group’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.61M	Buy	17,840 +668	+4%	+$92.1K	0.28%	59
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

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Allegheny Financial Group's IWP Position: Q2 2026 in Review

Allegheny Financial Group increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 3.9% in Q2 2026, buying an estimated $92.1K and bringing the position to 17,840 shares worth $2.61M. The position accounts for 0.28% of the portfolio, ranked #59.

Allegheny Financial Group first reported a position in IWP in Q4 2022 and has held it in 15 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Allegheny Financial Group held 17,840 shares of iShares Russell Mid-Cap Growth ETF worth $2.61M as of Q2 2026.
Allegheny Financial Group bought 668 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $92.1K.
iShares Russell Mid-Cap Growth ETF made up 0.28% of Allegheny Financial Group's portfolio in Q2 2026, its #59 holding.
Allegheny Financial Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.