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

Alley Investment Management Company’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
2026
Q2 		$10.3M Sell
69,457
-811
-1% -$111K 1.2% 38
2026
Q1 		$8.74M Sell
70,268
-883
-1% -$112K 1.06% 41
2025
Q4 		$8.55M Sell
71,151
-775
-1% -$92.7K 1% 41
2025
Q3 		$8.55M Buy
71,926
+14
+0% +$1.61K 0.99% 43
2025
Q2 		$7.86M Buy
71,912
+97
+0.1% +$10K 0.95% 45
2025
Q1 		$7.51M Buy
71,815
+468
+0.7% +$52.8K 0.94% 44
2024
Q4 		$8.22M Buy
71,347
+418
+0.6% +$49.9K 1.04% 40
2024
Q3 		$8.3M Buy
70,929
+13,334
+23% +$1.51M 1.05% 40
2024
Q2 		$6.14M Buy
57,595
+608
+1% +$65K 0.84% 46
2024
Q1 		$6.3M Buy
56,987
+712
+1% +$75.6K 0.87% 43
2023
Q4 		$6.09M Buy
56,275
+2,577
+5% +$248K 0.89% 44
2023
Q3 		$5.07M Buy
53,698
+184
+0.3% +$18.4K 0.86% 43
2023
Q2 		$5.33M Sell
53,514
-217
-0.4% -$20.7K 0.86% 44
2023
Q1 		$5.2M Buy
53,731
+1,035
+2% +$103K 0.87% 45
2022
Q4 		$4.99M Buy
52,696
+6,356
+14% +$610K 0.86% 49
2022
Q3 		$4.04M Buy
46,340
+313
+0.7% +$30.4K 0.81% 48
2022
Q2 		$4.25M Buy
46,027
+124
+0.3% +$12.3K 0.8% 48
2022
Q1 		$4.95M Buy
+45,903
New +$4.95M 0.82% 49

Other funds holding IJR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Alley Investment Management Company's IJR Position: Q2 2026 in Review

Alley Investment Management Company reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.2% in Q2 2026, selling an estimated $111K and leaving 69,457 shares worth $10.3M. The position accounts for 1.2% of the portfolio, ranked #38.

Alley Investment Management Company first reported a position in IJR in Q1 2022 and has held it in 18 quarters since. 2,259 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Alley Investment Management Company held 69,457 shares of iShares Core S&P Small-Cap ETF worth $10.3M as of Q2 2026.
  • Alley Investment Management Company sold 811 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $111K.
  • iShares Core S&P Small-Cap ETF made up 1.2% of Alley Investment Management Company's portfolio in Q2 2026, its #38 holding.
  • Alley Investment Management Company first reported a position in iShares Core S&P Small-Cap ETF in Q1 2022 and has held it in 18 quarters since.
  • 2,259 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Alley Investment Management Company's 13F filing for Q2 2026, filed 23 Jul 2026.