Alley Investment Management Company’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.86M | Buy |
71,912
+97
| +0.1% | +$10.6K | 0.95% | 45 |
|
|
2025
Q1 | $7.51M | Buy |
71,815
+468
| +0.7% | +$48.9K | 0.94% | 44 |
|
|
2024
Q4 | $8.22M | Buy |
71,347
+418
| +0.6% | +$48.2K | 1.04% | 40 |
|
|
2024
Q3 | $8.3M | Buy |
70,929
+13,334
| +23% | +$1.56M | 1.05% | 40 |
|
|
2024
Q2 | $6.14M | Buy |
57,595
+608
| +1% | +$64.8K | 0.84% | 46 |
|
|
2024
Q1 | $6.3M | Buy |
56,987
+712
| +1% | +$78.7K | 0.87% | 43 |
|
|
2023
Q4 | $6.09M | Buy |
56,275
+2,577
| +5% | +$279K | 0.89% | 44 |
|
|
2023
Q3 | $5.07M | Buy |
53,698
+184
| +0.3% | +$17.4K | 0.86% | 43 |
|
|
2023
Q2 | $5.33M | Sell |
53,514
-217
| -0.4% | -$21.6K | 0.86% | 44 |
|
|
2023
Q1 | $5.2M | Buy |
53,731
+1,035
| +2% | +$100K | 0.87% | 45 |
|
|
2022
Q4 | $4.99M | Buy |
52,696
+6,356
| +14% | +$602K | 0.86% | 49 |
|
|
2022
Q3 | $4.04M | Buy |
46,340
+313
| +0.7% | +$27.3K | 0.81% | 48 |
|
|
2022
Q2 | $4.25M | Buy |
46,027
+124
| +0.3% | +$11.5K | 0.8% | 48 |
|
|
2022
Q1 | $4.95M | Buy |
+45,903
| New | +$4.95M | 0.82% | 49 |
|