iShares Russell 3000 Index shares owned by Allen Investment Management
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Allen Investment Management
from 13F filings
Historical chart of Allen Investment Management investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Allen Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 35k | 378.94 |
| 2025-06-30 | $12M | 35k | 351.00 |
| 2025-03-31 | $11M | 35k | 317.64 |
| 2024-12-31 | $12M | 35k | 334.25 |
| 2024-09-30 | $12M | 35k | 326.73 |
| 2024-06-30 | $11M | 35k | 308.67 |
| 2024-03-31 | $11M | 35k | 300.08 |
| 2023-09-30 | $8.7M | 35k | 245.06 |
| 2023-06-30 | $9.0M | 35k | 254.48 |
| 2023-03-31 | $8.3M | 35k | 235.41 |
| 2022-12-31 | $7.8M | 35k | 220.68 |
| 2022-09-30 | $7.3M | 35k | 207.05 |
| 2022-06-30 | $3.3M | 15k | 217.39 |
| 2022-03-31 | $4.9M | 19k | 262.36 |
| 2021-12-31 | $1.3M | 4.8k | 277.51 |
| 2021-09-30 | $1.2M | 4.8k | 254.84 |
| 2021-06-30 | $1.2M | 4.8k | 255.88 |
| 2021-03-31 | $1.1M | 4.8k | 237.15 |
| 2020-12-31 | $1.1M | 4.8k | 223.63 |
| 2020-09-30 | $941k | 4.8k | 195.76 |
| 2020-06-30 | $866k | 4.8k | 180.15 |
| 2020-03-31 | $713k | 4.8k | 148.33 |
| 2019-12-31 | $906k | 4.8k | 188.48 |
| 2019-09-30 | $835k | 4.8k | 173.71 |
| 2019-06-30 | $829k | 4.8k | 172.46 |
| 2019-03-31 | $801k | 4.8k | 166.63 |
| 2018-12-31 | $692k | 4.7k | 146.95 |
| 2018-09-30 | $811k | 4.7k | 172.22 |
| 2018-06-30 | $764k | 4.7k | 162.24 |
More positions owned by Allen Investment Management
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