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Allen Investment Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Allen Investment Management’s Portfolio IJS Stock Details IJS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$251K Hold
1,836
– – ﹤0.01% 215
2026
Q1 		$217K Hold
1,836
– – ﹤0.01% 220
2025
Q4 		$209K Hold
1,836
– – ﹤0.01% 217
2025
Q3 		$203K Buy
+1,836
New +$195K ﹤0.01% 200

Other funds holding IJS

PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PHAM
Palisades Hudson Asset Management Fort Lauderdale, Florida $286M AUM 27.19% 1-Year Est. Return

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

Allen Investment Management held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 1,836 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #215.

Allen Investment Management first reported a position in IJS in Q3 2025 and has held it in 4 quarters since. 584 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Allen Investment Management held 1,836 shares of iShares S&P Small-Cap 600 Value ETF worth $251K as of Q2 2026.
  • Allen Investment Management left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q2 2026.
  • iShares S&P Small-Cap 600 Value ETF made up ﹤0.01% of Allen Investment Management's portfolio in Q2 2026, its #215 holding.
  • Allen Investment Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 584 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

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