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iShares S&P MidCap 400 Value Index shares owned by Allied Investment Advisors

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

Historical chart of Allied Investment Advisors 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 Allied Investment Advisors 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 Allied Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $236k 1.9k 123.62
2024-06-30 $226k 2.0k 113.46
2024-03-31 $236k 2.0k 118.29
2023-12-31 $227k 2.0k 114.04

More positions owned by Allied Investment Advisors

Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard World Health Car Etf (VHT)
Microsoft Corporation (MSFT)
Vanguard World Utilities Etf (VPU)
Apple (AAPL)
Caterpillar (CAT)
Aaon Com Par $0.004 (AAON)
JPMorgan Chase & Co. (JPM)
Lowe's Companies (LOW)
Exxon Mobil Corporation (XOM)
Raytheon Technologies Corp (RTX)
Bank of America Corporation (BAC)
Wells Fargo & Company (WFC)
Goldman Sachs (GS)
Shell Spon Ads (SHEL)

View all positions for Allied Investment Advisors

Top funds holding iShares S&P MidCap 400 Value Index

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

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