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

Allen Investment Management’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.4M	Sell	108,261 -7,007	-6%	-$845K	0.16%	75
2026 Q1	$12.3M	Buy	115,268 +7,008	+6%	+$795K	0.15%	73
2025 Q4	$12.8M	Buy	108,260 +7,644	+8%	+$905K	0.14%	75
2025 Q3	$11.8M	Hold	100,616	–	–	0.13%	78
2025 Q2	$10.7M	Hold	100,616	–	–	0.12%	72
2025 Q1	$9.08M	Hold	100,616	–	–	0.11%	78
2024 Q4	$10.1M	Hold	100,616	–	–	0.12%	76
2024 Q3	$9.44M	Hold	100,616	–	–	0.11%	78
2024 Q2	$9.17M	Hold	100,616	–	–	0.11%	72
2024 Q1	$8.48M	Hold	100,616	–	–	0.11%	72
2023 Q4	$7.63M	Hold	100,616	–	–	0.1%	75
2023 Q3	$6.69M	Hold	100,616	–	–	0.1%	74
2023 Q2	$6.92M	Sell	100,616 -730,432	-88%	-$46.4M	0.1%	71
2023 Q1	$50.8M	Hold	831,048	–	–	0.85%	25
2022 Q4	$44.5M	Buy	831,048 +512,360	+161%	+$28.2M	0.72%	26
2022 Q3	$16.8M	Buy	318,688 +308,004	+2,883%	+$18.1M	0.29%	39
2022 Q2	$584K	Hold	10,684	–	–	0.01%	156
2022 Q1	$742K	Hold	10,684	–	–	0.01%	153
2021 Q4	$816K	Hold	10,684	–	–	0.01%	154
2021 Q3	$732K	Hold	10,684	–	–	0.01%	123
2021 Q2	$725K	Hold	10,684	–	–	0.01%	120
2021 Q1	$649K	Hold	10,684	–	–	0.01%	125
2020 Q4	$644K	Hold	10,684	–	–	0.01%	121
2020 Q3	$579K	Hold	10,684	–	–	0.01%	121
2020 Q2	$513K	Hold	10,684	–	–	0.01%	123
2020 Q1	$402K	Hold	10,684	–	–	0.01%	130
2019 Q4	$470K	Hold	10,684	–	–	0.01%	128
2019 Q3	$426K	Hold	10,684	–	–	0.01%	143
2019 Q2	$420K	Hold	10,684	–	–	0.01%	153
2019 Q1	$404K	Hold	10,684	–	–	0.01%	147
2018 Q4	$350K	Hold	10,684	–	–	0.01%	133
2018 Q3	$417K	Hold	10,684	–	–	0.01%	153
2018 Q2	$384K	Hold	10,684	–	–	0.01%	148
2018 Q1	$363K	Hold	10,684	–	–	0.02%	138
2017 Q4	$360K	Hold	10,684	–	–	0.02%	145
2017 Q3	$334K	Hold	10,684	–	–	0.02%	176
2017 Q2	$318K	Hold	10,684	–	–	0.02%	193
2017 Q1	$304K	Sell	10,684 -960	-8%	-$26.6K	0.02%	194
2016 Q4	$305K	Hold	11,644	–	–	0.02%	186
2016 Q3	$303K	Hold	11,644	–	–	0.02%	185
2016 Q2	$292K	Hold	11,644	–	–	0.02%	179
2016 Q1	$290K	Hold	11,644	–	–	0.02%	172
2015 Q4	$290K	Hold	11,644	–	–	0.02%	163
2015 Q3	$271K	Hold	11,644	–	–	0.03%	184
2015 Q2	$288K	Hold	11,644	–	–	0.03%	190
2015 Q1	$288K	Hold	11,644	–	–	0.02%	194
2014 Q4	$278K	Sell	11,644 -48	-0.4%	-$1.12K	0.02%	198
2014 Q3	$268K	Buy	+11,692	New	+$268K	0.02%	169

Other funds holding IWF

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Allen Investment Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 6.1% in Q2 2026, selling an estimated $845K and leaving 108,261 shares worth $13.4M. The position accounts for 0.16% of the portfolio, ranked #75.

Allen Investment Management first reported a position in IWF in Q3 2014 and has held it in 48 quarters since. The position peaked at $50.8M in Q1 2023. 2,491 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Allen Investment Management held 108,261 shares of iShares Russell 1000 Growth ETF worth $13.4M as of Q2 2026.
Allen Investment Management sold 7,007 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $845K.
iShares Russell 1000 Growth ETF made up 0.16% of Allen Investment Management's portfolio in Q2 2026, its #75 holding.
Allen Investment Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2014 and has held it in 48 quarters since.
Allen Investment Management's iShares Russell 1000 Growth ETF position peaked at $50.8M in Q1 2023.
2,491 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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