AIM
Allen Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Hold |
6,500
| – | – | 0.02% | 126 |
|
|
2025
Q1 | $1.3M | Hold |
6,500
| – | – | 0.02% | 128 |
|
|
2024
Q4 | $1.44M | Hold |
6,500
| – | – | 0.02% | 123 |
|
|
2024
Q3 | $1.44M | Hold |
6,500
| – | – | 0.02% | 129 |
|
|
2024
Q2 | $1.32M | Hold |
6,500
| – | – | 0.02% | 132 |
|
|
2024
Q1 | $1.37M | Hold |
6,500
| – | – | 0.02% | 120 |
|
|
2023
Q4 | $1.3M | Hold |
6,500
| – | – | 0.02% | 121 |
|
|
2023
Q3 | $1.15M | Hold |
6,500
| – | – | 0.02% | 125 |
|
|
2023
Q2 | $1.22M | Hold |
6,500
| – | – | 0.02% | 118 |
|
|
2023
Q1 | $1.16M | Sell |
6,500
-485
| -7% | -$86.5K | 0.02% | 124 |
|
|
2022
Q4 | $1.22M | Hold |
6,985
| – | – | 0.02% | 116 |
|
|
2022
Q3 | $1.15M | Hold |
6,985
| – | – | 0.02% | 117 |
|
|
2022
Q2 | $1.18M | Hold |
6,985
| – | – | 0.02% | 126 |
|
|
2022
Q1 | $1.43M | Hold |
6,985
| – | – | 0.02% | 119 |
|
|
2021
Q4 | $1.55M | Hold |
6,985
| – | – | 0.02% | 125 |
|
|
2021
Q3 | $1.53M | Hold |
6,985
| – | – | 0.02% | 104 |
|
|
2021
Q2 | $1.6M | Hold |
6,985
| – | – | 0.02% | 101 |
|
|
2021
Q1 | $1.54M | Hold |
6,985
| – | – | 0.02% | 102 |
|
|
2020
Q4 | $1.37M | Hold |
6,985
| – | – | 0.02% | 95 |
|
|
2020
Q3 | $1.05M | Sell |
6,985
-7,470
| -52% | -$1.12M | 0.02% | 101 |
|
|
2020
Q2 | $2.07M | Buy |
14,455
+7,470
| +107% | +$1.07M | 0.04% | 88 |
|
|
2020
Q1 | $800K | Hold |
6,985
| – | – | 0.02% | 103 |
|
|
2019
Q4 | $1.16M | Hold |
6,985
| – | – | 0.03% | 98 |
|
|
2019
Q3 | $1.06M | Hold |
6,985
| – | – | 0.03% | 105 |
|
|
2019
Q2 | $1.09M | Hold |
6,985
| – | – | 0.03% | 106 |
|
|
2019
Q1 | $1.07M | Buy |
+6,985
| New | +$1.07M | 0.03% | 102 |
|