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Allen Investment Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Allen Investment Management’s Portfolio IJJ Stock Details IJJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$238K Hold
1,612
– – ﹤0.01% 218
2026
Q1 		$214K Hold
1,612
– – ﹤0.01% 221
2025
Q4 		$212K Hold
1,612
– – ﹤0.01% 216
2025
Q3 		$209K Buy
+1,612
New +$206K ﹤0.01% 197
2025
Q1 		– Sell
-1,612
Closed -$201K – 203
2024
Q4 		$201K Buy
+1,612
New +$206K ﹤0.01% 197

Other funds holding IJJ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Allen Investment Management's IJJ Position: Q2 2026 in Review

Allen Investment Management held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 1,612 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #218.

Allen Investment Management first reported a position in IJJ in Q4 2024 and has held it in 5 quarters since. 586 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Allen Investment Management held 1,612 shares of iShares S&P Mid-Cap 400 Value ETF worth $238K as of Q2 2026.
  • Allen Investment Management left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q2 2026.
  • iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Allen Investment Management's portfolio in Q2 2026, its #218 holding.
  • Allen Investment Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2024 and has held it in 5 quarters since.
  • 586 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Allen Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.