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

Allegheny Financial Group’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.23M Sell
3,128
-16
-0.5% -$5.84K 0.13% 95
2026
Q1 		$987K Buy
3,144
+1
+0% +$333 0.13% 103
2025
Q4 		$1.02M Buy
3,143
+5
+0.2% +$1.63K 0.15% 98
2025
Q3 		$1M Buy
3,138
+65
+2% +$19.6K 0.19% 95
2025
Q2 		$879K Buy
3,073
+2
+0.1% +$526 0.2% 102
2025
Q1 		$785K Buy
3,071
+181
+6% +$51.1K 0.2% 99
2024
Q4 		$832K Buy
2,890
+2
+0.1% +$592 0.21% 87
2024
Q3 		$820K Buy
2,888
+2
+0.1% +$548 0.2% 98
2024
Q2 		$758K Sell
2,886
-34
-1% -$8.83K 0.22% 89
2024
Q1 		$791K Buy
2,920
+264
+10% +$67.5K 0.24% 76
2023
Q4 		$670K Buy
2,656
+2
+0.1% +$451 0.22% 96
2023
Q3 		$595K Buy
2,654
+550
+26% +$132K 0.22% 86
2023
Q2 		$511K Sell
2,104
-550
-21% -$126K 0.24% 84
2023
Q1 		$602K Hold
2,654
– – 0.24% 84
2022
Q4 		$569K Buy
2,654
+531
+25% +$116K 0.24% 86
2022
Q3 		$438K Buy
+2,123
New +$478K 0.21% 91

Other funds holding IWO

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
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Allegheny Financial Group reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.51% in Q2 2026, selling an estimated $5.84K and leaving 3,128 shares worth $1.23M. The position accounts for 0.13% of the portfolio, ranked #95.

Allegheny Financial Group first reported a position in IWO in Q3 2022 and has held it in 16 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Allegheny Financial Group held 3,128 shares of iShares Russell 2000 Growth ETF worth $1.23M as of Q2 2026.
  • Allegheny Financial Group sold 16 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $5.84K.
  • iShares Russell 2000 Growth ETF made up 0.13% of Allegheny Financial Group's portfolio in Q2 2026, its #95 holding.
  • Allegheny Financial Group first reported a position in iShares Russell 2000 Growth ETF in Q3 2022 and has held it in 16 quarters since.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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