Alley Investment Management Company’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$8.55M Buy
2025
Q2
$7.86M Buy
2025
Q1
$7.51M Buy
2024
Q4
$8.22M Buy
2024
Q3
$8.3M Buy
2024
Q2
$6.14M Buy
2024
Q1
$6.3M Buy
2023
Q4
$6.09M Buy
2023
Q3
$5.07M Buy
2023
Q2
$5.33M Sell
2023
Q1
$5.2M Buy
2022
Q4
$4.99M Buy
2022
Q3
$4.04M Buy
2022
Q2
$4.25M Buy
2022
Q1
$4.95M Buy