Allen Investment Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $492K | Hold |
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|
2025
Q1 | $440K | Hold |
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|
2024
Q4 | $495K | Hold |
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|
2024
Q3 | $488K | Hold |
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|
2024
Q2 | $452K | Hold |
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|
2024
Q1 | $466K | Hold |
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|
2023
Q4 | $434K | Hold |
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|
2023
Q3 | $386K | Hold |
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|
2023
Q2 | $417K | Hold |
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|
2023
Q1 | $390K | Hold |
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|
2022
Q4 | $369K | Hold |
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|
2022
Q3 | $355K | Hold |
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|
2022
Q2 | $355K | Hold |
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|
2022
Q1 | $440K | Hold |
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|
2021
Q4 | $504K | Hold |
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|
2021
Q3 | $505K | Hold |
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|
2021
Q2 | $536K | Hold |
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|
2021
Q1 | $517K | Hold |
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|
2020
Q4 | $493K | Hold |
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|
2020
Q3 | $381K | Hold |
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|
2020
Q2 | $356K | Hold |
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|
2020
Q1 | $272K | Hold |
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|
2019
Q4 | $368K | Hold |
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|
2019
Q3 | $331K | Hold |
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|
2019
Q2 | $345K | Hold |
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|
2019
Q1 | $338K | Sell |
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|
2018
Q4 | $291K | Hold |
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|
2018
Q3 | $373K | Sell |
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|
2018
Q2 | $359K | Hold |
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|
2018
Q1 | $335K | Hold |
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|
2017
Q4 | $328K | Hold |
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|
2017
Q3 | $315K | Hold |
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|
2017
Q2 | $297K | Hold |
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|
2017
Q1 | $284K | Hold |
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|
2016
Q4 | $271K | Hold |
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|
2016
Q3 | $262K | Hold |
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|
2016
Q2 | $241K | Hold |
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|
2016
Q1 | $233K | Hold |
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|
2015
Q4 | $245K | Hold |
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|
2015
Q3 | $236K | Hold |
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|
2015
Q2 | $272K | Hold |
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|
2015
Q1 | $266K | Hold |
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|
2014
Q4 | $250K | Sell |
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|
2014
Q3 | $231K | Buy |
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