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

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

Historical chart of Ken Roberts 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 Ken Roberts 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 Ken Roberts Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $32k 244 129.72
2025-06-30 $30k 244 123.58
2025-03-31 $29k 244 119.73
2024-12-31 $31k 244 124.96
2024-03-31 $29k 244 118.29

More positions owned by Ken Roberts Investment Management

Microsoft Corporation (MSFT)
NetApp (NTAP)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Baker Hughes Company Cl A (BKR)
UnitedHealth (UNH)
Pimco Etf Tr Multisector Bd (PYLD)
Huntington Bancshares Incorporated (HBAN)
Citigroup Com New (C)
Tyson Foods Cl A (TSN)
Devon Energy Corporation (DVN)
Lamar Advertising Cl A (LAMR)
United Parcel Service CL B (UPS)
Alphabet Cap Stk Cl A (GOOGL)
Key (KEY)
Target Corporation (TGT)

View all positions for Ken Roberts 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