Alberta Investment Management Corp (AIMCo)’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Alberta Investment Management Corp (AIMCo)’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-623,281	Closed	-$65.2M	–	730
2025 Q1	$65.2M	Sell	623,281 -170,700	-21%	-$19.3M	0.45%	40
2024 Q4	$91.5M	Buy	793,981 +295,137	+59%	+$35.3M	0.61%	27
2024 Q3	$58.3M	Buy	498,844 +416,845	+508%	+$47.1M	0.5%	40
2024 Q2	$8.75M	Sell	81,999 -323,724	-80%	-$34.6M	0.09%	159
2024 Q1	$44.8M	Buy	+405,723	New	+$43.1M	0.45%	53

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Alberta Investment Management Corp (AIMCo)'s IJR Position: Q2 2025 in Review

Alberta Investment Management Corp (AIMCo) sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2025, closing a stake of 623,281 shares — an estimated $65.2M sold.

Alberta Investment Management Corp (AIMCo) first reported a position in IJR in Q1 2024 and held it in 5 quarters. The position peaked at $91.5M in Q4 2024. 2,503 funds tracked by Wall St. Rank hold IJR as of Q2 2025.

Alberta Investment Management Corp (AIMCo) reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
Alberta Investment Management Corp (AIMCo) sold 623,281 iShares Core S&P Small-Cap ETF shares in Q2 2025, an estimated $65.2M.
Alberta Investment Management Corp (AIMCo) first reported a position in iShares Core S&P Small-Cap ETF in Q1 2024 and held it in 5 quarters.
Alberta Investment Management Corp (AIMCo)'s iShares Core S&P Small-Cap ETF position peaked at $91.5M in Q4 2024.
2,503 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2025.

Based on Alberta Investment Management Corp (AIMCo)'s 13F filing for Q2 2025, filed 8 Aug 2025.