Allen Investment Management »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
2026-03-31 $218k 1.8k 118.45
2025-12-31 $209k 1.8k 113.72
2025-09-30 $203k 1.8k 110.59

More positions owned by Allen Investment Management

Amazon (AMZN)
Charles Schwab Corporation (SCHW)
Microsoft Corporation (MSFT)
Acuity Cl A (META)
Advanced Micro Devices Cap Stk Cl C (GOOG)
Ge Vernova (GEV)
Airbnb Com Cl A (V)
Moody's Corporation (MCO)
UnitedHealth (UNH)
S&p Global (SPGI)
Apollo Global Mgmt (APO)
Boeing Company (BA)
Alps Etf Tr Gold Shs (GLD)
Altria Group Alerian Mlp (AMLP)
Amazon Total Stk Mkt (VTI)

View all positions for Allen Investment Management

Top funds holding iShares S&P SmallCap 600 Value Idx

Morgan Stanley
Bank of America Corporation
Sherman Porfolios
Wells Fargo & Company
FMR
UBS Group
USA Financial Portformulas
LPL Financial
Ameriprise Financial
Prime Capital Investment Advisors
Modera Wealth Management
Envestnet Asset Management
Pnc Financial Services
M^T Bank Corporation
Royal Bank of Canada

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