Back to AI Allen Investment Management, LLC

IYWIYW

Showing 9 of 31 quarters

Position history for AIAllen Investment Management, LLC's holdings in ISHARES TR

Yes. Allen Investment Management holds 10,606 shares of IYW, worth $2.8M, as of its Q3 2026 13F filing. The share count is unchanged from Q2 2026. Allen Investment Management has held IYW in every 13F on record since Q1 2019, 31 quarterly filings.

Current Value

$2.8M

Current Shares

10,606

Total Value Change

+$2M

Total Shares Change

+5,142

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Unchanged
10,606
0.0%
$2.8M0.0%$264.90
0
2026-Q2
Unchanged
10,606
0.0%
$2.7M0.0%$252.23
0
2026-Q1
Unchanged
10,606
0.0%
$1.9M0.0%$188.91
0
2025-Q4
Increased
10,606
+94.1%
$2.1M0.0%$201.51
41
2025-Q3
Unchanged
5,464
0.0%
$1.1M0.0%$194.88
0
2025-Q2
Unchanged
5,464
0.0%
$946,7470.0%$171.67
0
2025-Q1
Unchanged
5,464
0.0%
$767,3640.0%$140.50
0
2024-Q4
Unchanged
5,464
0.0%
$871,6170.0%$160.74
0
2024-Q3
Unchanged
5,464
0.0%
$828,4520.0%$150.70
0

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used