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Alley Investment Management Company’s iShares Russell 2000 ETF IWM Stock Holding History

Alley Investment Management Company’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.48M Sell
11,581
-272
-2% -$76.4K 0.41% 57
2026
Q1 		$2.94M Sell
11,853
-235
-2% -$60.6K 0.36% 58
2025
Q4 		$2.98M Sell
12,088
-24
-0.2% -$5.9K 0.35% 60
2025
Q3 		$2.93M Sell
12,112
-67
-0.6% -$15.4K 0.34% 59
2025
Q2 		$2.63M Hold
12,179
– – 0.32% 59
2025
Q1 		$2.43M Sell
12,179
-149
-1% -$32.3K 0.3% 59
2024
Q4 		$2.72M Buy
12,328
+129
+1% +$29.4K 0.34% 59
2024
Q3 		$2.69M Buy
12,199
+2,813
+30% +$602K 0.34% 59
2024
Q2 		$1.9M Hold
9,386
– – 0.26% 62
2024
Q1 		$1.97M Sell
9,386
-80
-0.8% -$16K 0.27% 60
2023
Q4 		$1.9M Buy
9,466
+2,285
+32% +$409K 0.28% 60
2023
Q3 		$1.27M Buy
7,181
+150
+2% +$28.2K 0.22% 62
2023
Q2 		$1.32M Hold
7,031
– – 0.21% 62
2023
Q1 		$1.25M Buy
7,031
+600
+9% +$110K 0.21% 61
2022
Q4 		$1.12M Sell
6,431
-759
-11% -$135K 0.19% 62
2022
Q3 		$1.19M Sell
7,190
-95
-1% -$17.3K 0.24% 60
2022
Q2 		$1.23M Hold
7,285
– – 0.23% 60
2022
Q1 		$1.5M Buy
+7,285
New +$1.49M 0.25% 60

Other funds holding IWM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Alley Investment Management Company reduced its iShares Russell 2000 ETF (IWM) stake by 2.3% in Q2 2026, selling an estimated $76.4K and leaving 11,581 shares worth $3.48M. The position accounts for 0.41% of the portfolio, ranked #57.

Alley Investment Management Company first reported a position in IWM in Q1 2022 and has held it in 18 quarters since. 1,949 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Alley Investment Management Company held 11,581 shares of iShares Russell 2000 ETF worth $3.48M as of Q2 2026.
  • Alley Investment Management Company sold 272 iShares Russell 2000 ETF shares in Q2 2026, an estimated $76.4K.
  • iShares Russell 2000 ETF made up 0.41% of Alley Investment Management Company's portfolio in Q2 2026, its #57 holding.
  • Alley Investment Management Company first reported a position in iShares Russell 2000 ETF in Q1 2022 and has held it in 18 quarters since.
  • 1,949 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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