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Allegheny Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

Allegheny Financial Group’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.52M Sell
5,072
-7
-0.1% -$1.97K 0.16% 79
2026
Q1 		$1.26M Buy
5,079
+1,319
+35% +$340K 0.17% 86
2025
Q4 		$926K Buy
3,760
+319
+9% +$78.4K 0.14% 106
2025
Q3 		$833K Buy
3,441
+115
+3% +$26.4K 0.16% 109
2025
Q2 		$718K Sell
3,326
-996
-23% -$200K 0.16% 116
2025
Q1 		$862K Buy
4,322
+965
+29% +$209K 0.22% 89
2024
Q4 		$742K Buy
3,357
+961
+40% +$219K 0.19% 98
2024
Q3 		$529K Sell
2,396
-255
-10% -$54.6K 0.13% 135
2024
Q2 		$538K Buy
2,651
+17
+0.6% +$3.44K 0.15% 127
2024
Q1 		$554K Buy
2,634
+199
+8% +$39.7K 0.17% 108
2023
Q4 		$489K Buy
2,435
+407
+20% +$72.9K 0.16% 120
2023
Q3 		$358K Buy
2,028
+631
+45% +$118K 0.13% 136
2023
Q2 		$262K Sell
1,397
-340
-20% -$60.6K 0.12% 128
2023
Q1 		$310K Sell
1,737
-200
-10% -$36.8K 0.13% 126
2022
Q4 		$338K Sell
1,937
-152
-7% -$27K 0.14% 119
2022
Q3 		$344K Sell
2,089
-92
-4% -$16.8K 0.16% 106
2022
Q2 		$369K Sell
2,181
-1,789
-45% -$330K 0.17% 95
2022
Q1 		$815K Buy
3,970
+1,275
+47% +$260K 0.35% 58
2021
Q4 		$600K Hold
2,695
– – 0.24% 69
2021
Q3 		$590K Sell
2,695
-84
-3% -$18.6K 0.27% 66
2021
Q2 		$637K Sell
2,779
-49
-2% -$11K 0.29% 64
2021
Q1 		$625K Sell
2,828
-93
-3% -$20.3K 0.46% 43
2020
Q4 		$573K Buy
+2,921
New +$511K 0.31% 57

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Allegheny Financial Group reduced its iShares Russell 2000 ETF (IWM) stake by 0.14% in Q2 2026, selling an estimated $1.97K and leaving 5,072 shares worth $1.52M. The position accounts for 0.16% of the portfolio, ranked #79.

Allegheny Financial Group first reported a position in IWM in Q4 2020 and has held it in 23 quarters since. 2,727 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Allegheny Financial Group held 5,072 shares of iShares Russell 2000 ETF worth $1.52M as of Q2 2026.
  • Allegheny Financial Group sold 7 iShares Russell 2000 ETF shares in Q2 2026, an estimated $1.97K.
  • iShares Russell 2000 ETF made up 0.16% of Allegheny Financial Group's portfolio in Q2 2026, its #79 holding.
  • Allegheny Financial Group first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,727 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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