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iShares S&P MidCap 400 Value Index shares owned by Ally Invest Advisors

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

Historical chart of Ally Invest 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 Ally Invest 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 Ally Invest Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $486k 3.7k 129.72
2025-06-30 $473k 3.8k 123.57

More positions owned by Ally Invest Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax Managed Intl Fd Ftse Dev Mkt Etf (VEA)
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX)
Ishares Tr Barclays 7 10 Yr (IEF)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Scottsdale Fds Mortg-back Sec (VMBS)
Ishares Tr Intrm Tr Crp Etf (IGIB)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Ally Invest Advisors

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