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iShares S&P SmallCap 600 Value Idx shares owned by Allen Investment Management

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Allen Investment Management from 13F filings

Historical chart of Allen Investment Management investment in iShares S&P SmallCap 600 Value Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Value Idx 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 SmallCap 600 Value Idx by Allen Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $203k 1.8k 110.59

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 SmallCap 600 Value Idx

Morgan Stanley
Wells Fargo & Company
FMR
UBS Group
LPL Financial
Prime Capital Investment Advisors
Modera Wealth Management
Ameriprise Financial
Envestnet Asset Management
M^T Bank Corporation
Pnc Financial Services
Commonwealth Equity Services
Royal Bank of Canada
HighTower Advisors
Northwestern Mutual Wealth Management Company

View all funds holding iShares S&P SmallCap 600 Value Idx