iShares Russell 2000 Index shares owned by Allegheny Financial Group
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Allegheny Financial Group
from 13F filings
Historical chart of Allegheny Financial Group investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Allegheny Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $833k | 3.4k | 241.99 |
| 2025-06-30 | $718k | 3.3k | 215.85 |
| 2025-03-31 | $862k | 4.3k | 199.50 |
| 2024-12-31 | $742k | 3.4k | 221.02 |
| 2024-09-30 | $529k | 2.4k | 220.90 |
| 2024-06-30 | $538k | 2.7k | 202.90 |
| 2024-03-31 | $554k | 2.6k | 210.29 |
| 2023-12-31 | $489k | 2.4k | 200.74 |
| 2023-09-30 | $359k | 2.0k | 176.76 |
| 2023-06-30 | $262k | 1.4k | 187.22 |
| 2023-03-31 | $310k | 1.7k | 178.44 |
| 2022-12-31 | $338k | 1.9k | 174.37 |
| 2022-09-30 | $344k | 2.1k | 164.67 |
| 2022-06-30 | $369k | 2.2k | 169.19 |
| 2022-03-31 | $815k | 4.0k | 205.29 |
| 2021-12-31 | $600k | 2.7k | 222.45 |
| 2021-09-30 | $590k | 2.7k | 218.92 |
| 2021-06-30 | $637k | 2.8k | 229.22 |
| 2021-03-31 | $625k | 2.8k | 221.00 |
| 2020-12-31 | $573k | 2.9k | 196.17 |