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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.01M	Hold	31,000	–	–	0.04%	114
2025 Q4	$2.98M	Hold	31,000	–	–	0.03%	114
2025 Q3	$2.99M	Hold	31,000	–	–	0.03%	109
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	+$2.54M	0.03%	106