Allen Investment Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$796K	Hold	5,439	–	–	0.01%	166
2026 Q1	$697K	Hold	5,439	–	–	0.01%	173
2025 Q4	$745K	Hold	5,439	–	–	0.01%	164
2025 Q3	$775K	Hold	5,439	–	–	0.01%	145
2025 Q2	$754K	Hold	5,439	–	–	0.01%	140
2025 Q1	$639K	Hold	5,439	–	–	0.01%	149
2024 Q4	$689K	Hold	5,439	–	–	0.01%	149
2024 Q3	$638K	Hold	5,439	–	–	0.01%	164
2024 Q2	$600K	Hold	5,439	–	–	0.01%	158
2024 Q1	$621K	Hold	5,439	–	–	0.01%	148
2023 Q4	$568K	Hold	5,439	–	–	0.01%	155
2023 Q3	$497K	Hold	5,439	–	–	0.01%	166
2023 Q2	$526K	Hold	5,439	–	–	0.01%	157
2023 Q1	$495K	Hold	5,439	–	–	0.01%	158
2022 Q4	$455K	Sell	5,439 -74	-1%	-$6.23K	0.01%	161
2022 Q3	$432K	Hold	5,513	–	–	0.01%	160
2022 Q2	$437K	Sell	5,513 -62	-1%	-$5.4K	0.01%	171
2022 Q1	$560K	Hold	5,575	–	–	0.01%	169
2021 Q4	$642K	Hold	5,575	–	–	0.01%	167
2021 Q3	$625K	Sell	5,575 -118	-2%	-$13.6K	0.01%	132
2021 Q2	$644K	Sell	5,693 -135	-2%	-$14.4K	0.01%	125
2021 Q1	$595K	Sell	5,828 -80	-1%	-$8.37K	0.01%	130
2020 Q4	$606K	Sell	5,908 -30	-0.5%	-$2.85K	0.01%	124
2020 Q3	$513K	Hold	5,938	–	–	0.01%	126
2020 Q2	$469K	Hold	5,938	–	–	0.01%	125
2020 Q1	$361K	Hold	5,938	–	–	0.01%	137
2019 Q4	$453K	Hold	5,938	–	–	0.01%	132
2019 Q3	$420K	Hold	5,938	–	–	0.01%	146
2019 Q2	$423K	Hold	5,938	–	–	0.01%	152
2019 Q1	$403K	Hold	5,938	–	–	0.01%	149
2018 Q4	$338K	Hold	5,938	–	–	0.01%	136
2018 Q3	$403K	Hold	5,938	–	–	0.01%	155
2018 Q2	$376K	Hold	5,938	–	–	0.01%	151
2018 Q1	$365K	Hold	5,938	–	–	0.02%	137
2017 Q4	$358K	Hold	5,938	–	–	0.02%	147
2017 Q3	$336K	Hold	5,938	–	–	0.02%	175
2017 Q2	$321K	Hold	5,938	–	–	0.02%	191
2017 Q1	$308K	Hold	5,938	–	–	0.02%	192
2016 Q4	$289K	Hold	5,938	–	–	0.02%	191
2016 Q3	$289K	Hold	5,938	–	–	0.02%	187
2016 Q2	$278K	Hold	5,938	–	–	0.02%	188
2016 Q1	$274K	Hold	5,938	–	–	0.02%	179
2015 Q4	$273K	Hold	5,938	–	–	0.02%	168
2015 Q3	$263K	Hold	5,938	–	–	0.03%	186
2015 Q2	$288K	Hold	5,938	–	–	0.03%	191
2015 Q1	$291K	Hold	5,938	–	–	0.02%	193
2014 Q4	$277K	Sell	5,938 -64	-1%	-$2.89K	0.02%	199
2014 Q3	$265K	Buy	+6,002	New	+$268K	0.02%	170

Other funds holding IWP

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PMFA

Plante Moran Financial Advisors Southfield, Michigan $2.15B AUM 22.82% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

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

Allen Investment Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 5,439 shares worth $796K. The position accounts for 0.01% of the portfolio, ranked #166.

Allen Investment Management first reported a position in IWP in Q3 2014 and has held it in 48 quarters since. 805 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Allen Investment Management held 5,439 shares of iShares Russell Mid-Cap Growth ETF worth $796K as of Q2 2026.
Allen Investment Management left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Allen Investment Management's portfolio in Q2 2026, its #166 holding.
Allen Investment Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2014 and has held it in 48 quarters since.
805 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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