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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.42M	Hold	31,000	–	–	0.04%	117
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

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Allen Investment Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 31,000 shares worth $3.42M. The position accounts for 0.04% of the portfolio, ranked #117.

Allen Investment Management first reported a position in IWR in Q4 2021 and has held it in 19 quarters since. 1,587 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Allen Investment Management held 31,000 shares of iShares Russell Mid-Cap ETF worth $3.42M as of Q2 2026.
Allen Investment Management left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.04% of Allen Investment Management's portfolio in Q2 2026, its #117 holding.
Allen Investment Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
1,587 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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