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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.82M	Buy	12,744 +87	+0.7%	+$18.2K	0.3%	55
2026 Q1	$2.4M	Buy	12,657 +283	+2%	+$54.8K	0.32%	55
2025 Q4	$2.24M	Buy	12,374 +36	+0.3%	+$6.47K	0.33%	54
2025 Q3	$2.18M	Buy	12,338 +36	+0.3%	+$6.08K	0.41%	49
2025 Q2	$1.94M	Buy	12,302 +3,783	+44%	+$563K	0.43%	46
2025 Q1	$1.29M	Buy	8,519 +200	+2%	+$32.3K	0.33%	58
2024 Q4	$1.37M	Buy	8,319 +4,674	+128%	+$798K	0.35%	56
2024 Q3	$608K	Buy	+3,645	New	+$592K	0.15%	126

Other funds holding IWN

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

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

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

TWIM

TIAA Wealth Investment Management New York $15B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Allegheny Financial Group increased its iShares Russell 2000 Value ETF (IWN) stake by 0.69% in Q2 2026, buying an estimated $18.2K and bringing the position to 12,744 shares worth $2.82M. The position accounts for 0.3% of the portfolio, ranked #55.

Allegheny Financial Group first reported a position in IWN in Q3 2024 and has held it in 8 quarters since. 1,075 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Allegheny Financial Group held 12,744 shares of iShares Russell 2000 Value ETF worth $2.82M as of Q2 2026.
Allegheny Financial Group bought 87 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $18.2K.
iShares Russell 2000 Value ETF made up 0.3% of Allegheny Financial Group's portfolio in Q2 2026, its #55 holding.
Allegheny Financial Group first reported a position in iShares Russell 2000 Value ETF in Q3 2024 and has held it in 8 quarters since.
1,075 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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