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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
2024-03-31 $236k 2.0k 118.29
2023-12-31 $227k 2.0k 114.04

More positions owned by Allied Investment Advisors

Vanguard World Health Car Etf (VHT)
Microsoft Corporation (MSFT)
Vanguard World Utilities Etf (VPU)
Caterpillar (CAT)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Lowe's Companies (LOW)
Exxon Mobil Corporation (XOM)
Wells Fargo & Company (WFC)
FedEx Corporation (FDX)
Shell Spon Ads (SHEL)
Emerson Electric (EMR)
Chevron Corporation (CVX)
Merck & Co (MRK)
Bank of America Corporation (BAC)

View all positions for Allied Investment Advisors

Top funds holding iShares S&P MidCap 400 Value Index

Wells Fargo & Company
Bank of America Corporation
UBS Group
Pnc Financial Services
D.A. Davidson & Co.
Raymond James & Associates
Evensky & Katz
Cullen Frost Bankers
Midland Wealth Advisors
Bank of New York Mellon
Royal Bank of Canada
Commonwealth Equity Services
Willis Johnson & Associates
G. W. Henssler & Associates
Jpmorgan Chase & Co

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