Allen Investment Management’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4M | Hold |
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|
2025
Q1 | $11.2M | Hold |
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|
2024
Q4 | $11.8M | Sell |
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|
2024
Q3 | $11.6M | Hold |
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|
2024
Q2 | $10.9M | Hold |
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|
2024
Q1 | $10.6M | Hold |
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|
2023
Q4 | $9.69M | Hold |
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|
2023
Q3 | $8.67M | Hold |
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|
2023
Q2 | $9M | Hold |
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|
2023
Q1 | $8.33M | Hold |
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|
2022
Q4 | $7.81M | Hold |
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|
2022
Q3 | $7.33M | Buy |
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|
2022
Q2 | $3.33M | Sell |
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|
2022
Q1 | $4.85M | Buy |
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|
2021
Q4 | $1.33M | Hold |
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|
2021
Q3 | $1.23M | Hold |
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|
2021
Q2 | $1.23M | Hold |
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|
2021
Q1 | $1.14M | Hold |
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|
2020
Q4 | $1.07M | Hold |
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|
2020
Q3 | $941K | Hold |
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|
2020
Q2 | $866K | Hold |
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|
2020
Q1 | $713K | Hold |
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|
2019
Q4 | $906K | Hold |
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|
2019
Q3 | $835K | Hold |
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|
2019
Q2 | $829K | Hold |
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|
2019
Q1 | $801K | Buy |
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|
2018
Q4 | $692K | Hold |
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|
2018
Q3 | $811K | Hold |
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|
2018
Q2 | $764K | Buy |
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