Allen Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.61M	Hold	6,500	–	–	0.02%	132
2025 Q4	$1.6M	Hold	6,500	–	–	0.02%	135
2025 Q3	$1.57M	Hold	6,500	–	–	0.02%	122
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%	-$89.3K	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%	+$980K	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	+$1.05M	0.03%	102

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Allen Investment Management's IWM Position: Q1 2026 in Review

Allen Investment Management held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 6,500 shares worth $1.61M. The position accounts for 0.02% of the portfolio, ranked #132.

Allen Investment Management first reported a position in IWM in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.07M in Q2 2020. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Allen Investment Management held 6,500 shares of iShares Russell 2000 ETF worth $1.61M as of Q1 2026.
Allen Investment Management left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.02% of Allen Investment Management's portfolio in Q1 2026, its #132 holding.
Allen Investment Management first reported a position in iShares Russell 2000 ETF in Q1 2019 and has held it in 29 quarters since.
Allen Investment Management's iShares Russell 2000 ETF position peaked at $2.07M in Q2 2020.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Allen Investment Management's 13F filing for Q1 2026, filed 7 May 2026.