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iShares Russell 1000 Value Index shares owned by Allen Investment Management

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Allen Investment Management from 13F filings

Historical chart of Allen Investment Management investment in iShares Russell 1000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Value Index held by Allen Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Value Index by Allen Investment Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $2.3M 15k 151.82
2023-06-30 $2.4M 15k 157.83
2023-03-31 $2.3M 15k 152.26
2022-12-31 $2.3M 15k 151.65
2022-09-30 $2.1M 15k 135.96
2022-06-30 $2.2M 15k 144.98
2022-03-31 $2.5M 15k 166.01
2021-12-31 $2.6M 15k 167.91
2021-09-30 $2.5M 16k 156.49
2021-06-30 $2.5M 16k 158.64
2021-03-31 $2.4M 16k 151.56
2020-12-31 $2.2M 16k 136.75
2020-09-30 $1.9M 16k 118.10
2020-06-30 $2.3M 21k 112.60
2020-03-31 $2.0M 21k 99.19
2019-12-31 $2.8M 21k 136.48
2019-09-30 $2.6M 21k 128.24
2019-06-30 $2.6M 21k 127.23
2019-03-31 $2.6M 21k 123.50
2018-12-31 $2.3M 21k 111.06
2018-09-30 $2.6M 21k 126.61
2018-06-30 $2.5M 21k 121.40
2018-03-31 $2.5M 21k 119.96
2017-12-31 $2.6M 21k 124.34
2017-09-30 $2.5M 21k 118.51
2017-06-30 $2.4M 21k 116.44
2017-03-31 $2.4M 21k 114.94
2016-12-31 $2.3M 21k 112.03
2016-09-30 $2.2M 21k 105.63
2016-06-30 $2.2M 21k 103.24
2016-03-31 $2.1M 21k 98.80
2015-12-31 $307k 3.1k 97.74
2015-09-30 $293k 3.1k 93.28
2015-06-30 $324k 3.1k 103.15
2015-03-31 $324k 3.1k 103.15
2014-12-31 $328k 3.1k 104.43
2014-09-30 $322k 3.2k 100.06