AIM
IWB icon

Allen Investment Management’s iShares Russell 1000 ETF IWB Stock Holding History

Allen Investment Management’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$29.1M Sell
71,104
-2,888
-4% -$1.14M 0.35% 51
2026
Q1 		$26.4M Sell
73,992
-3,800
-5% -$1.42M 0.33% 54
2025
Q4 		$29M Sell
77,792
-5,662
-7% -$2.1M 0.32% 54
2025
Q3 		$30.5M Hold
83,454
– – 0.34% 55
2025
Q2 		$28.4M Sell
83,454
-31
-0% -$9.73K 0.31% 57
2025
Q1 		$25.6M Buy
83,485
+1,175
+1% +$380K 0.3% 51
2024
Q4 		$26.5M Sell
82,310
-57
-0.1% -$18.5K 0.31% 48
2024
Q3 		$25.9M Buy
82,367
+6,478
+9% +$1.96M 0.31% 49
2024
Q2 		$22.6M Buy
75,889
+133
+0.2% +$38.2K 0.27% 48
2024
Q1 		$21.8M Buy
75,756
+72
+0.1% +$19.7K 0.27% 47
2023
Q4 		$19.9M Hold
75,684
– – 0.27% 47
2023
Q3 		$17.8M Sell
75,684
-86
-0.1% -$21.1K 0.26% 45
2023
Q2 		$18.5M Sell
75,770
-196
-0.3% -$45.1K 0.27% 42
2023
Q1 		$17.1M Buy
75,966
+761
+1% +$167K 0.29% 45
2022
Q4 		$15.8M Buy
75,205
+247
+0.3% +$52.3K 0.25% 43
2022
Q3 		$14.8M Buy
74,958
+69,203
+1,202% +$15.2M 0.26% 45
2022
Q2 		$1.2M Sell
5,755
-4,920
-46% -$1.11M 0.02% 125
2022
Q1 		$2.67M Buy
+10,675
New +$2.64M 0.04% 101

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allen Investment Management's IWB Position: Q2 2026 in Review

Allen Investment Management reduced its iShares Russell 1000 ETF (IWB) stake by 3.9% in Q2 2026, selling an estimated $1.14M and leaving 71,104 shares worth $29.1M. The position accounts for 0.35% of the portfolio, ranked #51.

Allen Investment Management first reported a position in IWB in Q1 2022 and has held it in 18 quarters since. The position peaked at $30.5M in Q3 2025. 1,542 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Allen Investment Management held 71,104 shares of iShares Russell 1000 ETF worth $29.1M as of Q2 2026.
  • Allen Investment Management sold 2,888 iShares Russell 1000 ETF shares in Q2 2026, an estimated $1.14M.
  • iShares Russell 1000 ETF made up 0.35% of Allen Investment Management's portfolio in Q2 2026, its #51 holding.
  • Allen Investment Management first reported a position in iShares Russell 1000 ETF in Q1 2022 and has held it in 18 quarters since.
  • Allen Investment Management's iShares Russell 1000 ETF position peaked at $30.5M in Q3 2025.
  • 1,542 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Allen Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.