Allen Investment Management »

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

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 Index held by Allen Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 3000 Index by Allen Investment Management

Quarter filed Position value Share count Share price at filing
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