Allen Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.57M | Hold |
|
|||||
|
2025
Q2 | $1.4M | Hold |
|
|||||
|
2025
Q1 | $1.3M | Hold |
|
|||||
|
2024
Q4 | $1.44M | Hold |
|
|||||
|
2024
Q3 | $1.44M | Hold |
|
|||||
|
2024
Q2 | $1.32M | Hold |
|
|||||
|
2024
Q1 | $1.37M | Hold |
|
|||||
|
2023
Q4 | $1.3M | Hold |
|
|||||
|
2023
Q3 | $1.15M | Hold |
|
|||||
|
2023
Q2 | $1.22M | Hold |
|
|||||
|
2023
Q1 | $1.16M | Sell |
|
|||||
|
2022
Q4 | $1.22M | Hold |
|
|||||
|
2022
Q3 | $1.15M | Hold |
|
|||||
|
2022
Q2 | $1.18M | Hold |
|
|||||
|
2022
Q1 | $1.43M | Hold |
|
|||||
|
2021
Q4 | $1.55M | Hold |
|
|||||
|
2021
Q3 | $1.53M | Hold |
|
|||||
|
2021
Q2 | $1.6M | Hold |
|
|||||
|
2021
Q1 | $1.54M | Hold |
|
|||||
|
2020
Q4 | $1.37M | Hold |
|
|||||
|
2020
Q3 | $1.05M | Sell |
|
|||||
|
2020
Q2 | $2.07M | Buy |
|
|||||
|
2020
Q1 | $800K | Hold |
|
|||||
|
2019
Q4 | $1.16M | Hold |
|
|||||
|
2019
Q3 | $1.06M | Hold |
|
|||||
|
2019
Q2 | $1.09M | Hold |
|
|||||
|
2019
Q1 | $1.07M | Buy |
|