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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$678K	Hold	1,720	–	–	0.01%	172
2026 Q1	$540K	Hold	1,720	–	–	0.01%	183
2025 Q4	$556K	Hold	1,720	–	–	0.01%	182
2025 Q3	$550K	Hold	1,720	–	–	0.01%	158
2025 Q2	$492K	Hold	1,720	–	–	0.01%	162
2025 Q1	$440K	Hold	1,720	–	–	0.01%	170
2024 Q4	$495K	Hold	1,720	–	–	0.01%	163
2024 Q3	$488K	Hold	1,720	–	–	0.01%	176
2024 Q2	$452K	Hold	1,720	–	–	0.01%	175
2024 Q1	$466K	Hold	1,720	–	–	0.01%	162
2023 Q4	$434K	Hold	1,720	–	–	0.01%	171
2023 Q3	$386K	Hold	1,720	–	–	0.01%	185
2023 Q2	$417K	Hold	1,720	–	–	0.01%	168
2023 Q1	$390K	Hold	1,720	–	–	0.01%	172
2022 Q4	$369K	Hold	1,720	–	–	0.01%	176
2022 Q3	$355K	Hold	1,720	–	–	0.01%	174
2022 Q2	$355K	Hold	1,720	–	–	0.01%	186
2022 Q1	$440K	Hold	1,720	–	–	0.01%	187
2021 Q4	$504K	Hold	1,720	–	–	0.01%	180
2021 Q3	$505K	Hold	1,720	–	–	0.01%	142
2021 Q2	$536K	Hold	1,720	–	–	0.01%	135
2021 Q1	$517K	Hold	1,720	–	–	0.01%	137
2020 Q4	$493K	Hold	1,720	–	–	0.01%	132
2020 Q3	$381K	Hold	1,720	–	–	0.01%	140
2020 Q2	$356K	Hold	1,720	–	–	0.01%	138
2020 Q1	$272K	Hold	1,720	–	–	0.01%	151
2019 Q4	$368K	Hold	1,720	–	–	0.01%	142
2019 Q3	$331K	Hold	1,720	–	–	0.01%	162
2019 Q2	$345K	Hold	1,720	–	–	0.01%	164
2019 Q1	$338K	Sell	1,720 -13	-0.8%	-$2.47K	0.01%	162
2018 Q4	$291K	Hold	1,733	–	–	0.01%	144
2018 Q3	$373K	Sell	1,733 -25	-1%	-$5.33K	0.01%	159
2018 Q2	$359K	Hold	1,758	–	–	0.01%	155
2018 Q1	$335K	Hold	1,758	–	–	0.01%	147
2017 Q4	$328K	Hold	1,758	–	–	0.01%	149
2017 Q3	$315K	Hold	1,758	–	–	0.01%	182
2017 Q2	$297K	Hold	1,758	–	–	0.01%	197
2017 Q1	$284K	Hold	1,758	–	–	0.01%	197
2016 Q4	$271K	Hold	1,758	–	–	0.02%	197
2016 Q3	$262K	Hold	1,758	–	–	0.02%	193
2016 Q2	$241K	Hold	1,758	–	–	0.02%	195
2016 Q1	$233K	Hold	1,758	–	–	0.02%	184
2015 Q4	$245K	Hold	1,758	–	–	0.02%	174
2015 Q3	$236K	Hold	1,758	–	–	0.02%	192
2015 Q2	$272K	Hold	1,758	–	–	0.03%	193
2015 Q1	$266K	Hold	1,758	–	–	0.02%	202
2014 Q4	$250K	Sell	1,758 -23	-1%	-$3.11K	0.02%	207
2014 Q3	$231K	Buy	+1,781	New	+$239K	0.02%	184

Other funds holding IWO

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

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

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Allen Investment Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 1,720 shares worth $678K. The position accounts for 0.01% of the portfolio, ranked #172.

Allen Investment Management first reported a position in IWO in Q3 2014 and has held it in 48 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Allen Investment Management held 1,720 shares of iShares Russell 2000 Growth ETF worth $678K as of Q2 2026.
Allen Investment Management left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.01% of Allen Investment Management's portfolio in Q2 2026, its #172 holding.
Allen Investment Management first reported a position in iShares Russell 2000 Growth ETF in Q3 2014 and has held it in 48 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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