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iShares S&P MidCap 400 Value Index shares owned by Allen Investment Management

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Allen Investment Management from 13F filings

Historical chart of Allen Investment Management investment in iShares S&P MidCap 400 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 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 S&P MidCap 400 Value Index by Allen Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $209k 1.6k 129.72
2024-12-31 $201k 1.6k 124.96

More positions owned by Allen Investment Management

Microsoft Corporation (MSFT)
Amazon (AMZN)
Charles Schwab Corporation (SCHW)
Acuity Cl A (META)
Advanced Micro Devices Com Cl A (V)
S&p Global (SPGI)
UnitedHealth (UNH)
Moody's Corporation (MCO)
Apollo Global Mgmt (APO)
Alphabet Cap Stk Cl C (GOOG)
Ge Vernova (GEV)
Uber Technologies (UBER)
Amazon Total Stk Mkt (VTI)
American Express Alerian Mlp (AMLP)
Angi Unit Ser 1 (QQQ)

View all positions for Allen Investment Management

Top funds holding iShares S&P MidCap 400 Value Index

Morgan Stanley
Wells Fargo & Company
FMR
UBS Group
Envestnet Asset Management
Pnc Financial Services
D.A. Davidson & Co.
Raymond James Financial
Cullen Frost Bankers
Ameriprise Financial
LPL Financial
Northern Trust
Financial Engines Advisors L.L.C
Northwestern Mutual Wealth Management Company
Royal Bank of Canada

View all funds holding iShares S&P MidCap 400 Value Index