Allen Investment Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.85M | Hold |
31,000
| – | – | 0.03% | 104 |
|
|
2025
Q1 | $2.64M | Hold |
31,000
| – | – | 0.03% | 106 |
|
|
2024
Q4 | $2.74M | Hold |
31,000
| – | – | 0.03% | 105 |
|
|
2024
Q3 | $2.73M | Hold |
31,000
| – | – | 0.03% | 105 |
|
|
2024
Q2 | $2.51M | Hold |
31,000
| – | – | 0.03% | 113 |
|
|
2024
Q1 | $2.61M | Hold |
31,000
| – | – | 0.03% | 105 |
|
|
2023
Q4 | $2.41M | Hold |
31,000
| – | – | 0.03% | 105 |
|
|
2023
Q3 | $2.15M | Hold |
31,000
| – | – | 0.03% | 102 |
|
|
2023
Q2 | $2.27M | Hold |
31,000
| – | – | 0.03% | 99 |
|
|
2023
Q1 | $2.17M | Hold |
31,000
| – | – | 0.04% | 96 |
|
|
2022
Q4 | $2.09M | Hold |
31,000
| – | – | 0.03% | 96 |
|
|
2022
Q3 | $1.93M | Hold |
31,000
| – | – | 0.03% | 104 |
|
|
2022
Q2 | $2.01M | Hold |
31,000
| – | – | 0.03% | 107 |
|
|
2022
Q1 | $2.42M | Hold |
31,000
| – | – | 0.03% | 106 |
|
|
2021
Q4 | $2.57M | Buy |
+31,000
| New | +$2.57M | 0.03% | 106 |
|