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iShares Russell Midcap Value Index shares owned by Allegheny Financial Group

Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Allegheny Financial Group from 13F filings

Historical chart of Allegheny Financial Group investment in iShares Russell Midcap Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap Value 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 Russell Midcap Value Index by Allegheny Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $975k 7.4k 132.24
2024-06-30 $885k 7.3k 120.73
2024-03-31 $625k 5.0k 125.33
2023-12-31 $861k 7.4k 116.29
2023-09-30 $413k 4.0k 104.35
2023-06-30 $508k 4.6k 109.83
2023-03-31 $471k 4.4k 106.21
2022-12-31 $424k 4.0k 105.34
2022-09-30 $215k 2.2k 95.81
2022-06-30 $229k 2.3k 101.64
2022-03-31 $269k 2.2k 119.72
2021-12-31 $286k 2.3k 122.27
2021-09-30 $253k 2.2k 113.35
2021-06-30 $219k 1.9k 114.72