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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.99M | Hold |
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|
2025
Q2 | $2.85M | Hold |
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2025
Q1 | $2.64M | Hold |
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|
2024
Q4 | $2.74M | Hold |
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|
2024
Q3 | $2.73M | Hold |
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|
2024
Q2 | $2.51M | Hold |
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|
2024
Q1 | $2.61M | Hold |
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|
2023
Q4 | $2.41M | Hold |
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|
2023
Q3 | $2.15M | Hold |
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|
2023
Q2 | $2.27M | Hold |
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|
2023
Q1 | $2.17M | Hold |
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|
2022
Q4 | $2.09M | Hold |
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|
2022
Q3 | $1.93M | Hold |
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|
2022
Q2 | $2.01M | Hold |
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|
2022
Q1 | $2.42M | Hold |
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|
2021
Q4 | $2.57M | Buy |
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