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iShares S&P SmallCap 600 Index shares owned by Allegheny Financial Group

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Allegheny Financial Group from 13F filings

Historical chart of Allegheny Financial Group investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Allegheny Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Allegheny Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $882k 8.2k 108.25
2023-09-30 $735k 7.8k 94.33
2023-06-30 $464k 4.7k 99.66
2023-03-31 $534k 5.5k 96.70
2022-12-31 $442k 4.7k 94.63
2022-09-30 $408k 4.7k 87.12
2022-06-30 $429k 4.6k 92.36
2022-03-31 $379k 3.5k 107.95
2021-12-31 $402k 3.5k 114.63
2021-09-30 $381k 3.5k 109.26
2021-06-30 $392k 3.5k 112.87
2021-03-31 $369k 3.4k 108.53
2020-12-31 $312k 3.4k 91.98