ISHARES TR

Ticker: IWR CUSIP: 464287499 Class: RUS MID CAP ETF

Alley Investment Management Company, LLC's Holding History (CIK: 0001917618)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 23,729 Value ($000) $2,284 Avg Close — Range —
Q3 2025
Shares 23,809 Value ($000) $2,299 Avg Close — Range —
Q2 2025
Shares 23,951 Value ($000) $2,203 Avg Close — Range —
Q1 2025
Shares 23,951 Value ($000) $2,038 Avg Close — Range —
Q4 2024
Shares 24,010 Value ($000) $2,122 Avg Close — Range —
Q3 2024
Shares 22,465 Value ($000) $1,980 Avg Close — Range —
Q2 2024
Shares 17,382 Value ($000) $1,409 Avg Close — Range —
Q1 2024
Shares 17,382 Value ($000) $1,462 Avg Close — Range —
Q4 2023
Shares 17,422 Value ($000) $1,354 Avg Close — Range —
Q3 2023
Shares 17,422 Value ($000) $1,206 Avg Close — Range —
Q2 2023
Shares 17,422 Value ($000) $1,272 Avg Close — Range —
Q1 2023
Shares 17,422 Value ($000) $1,218 Avg Close — Range —
Q4 2022
Shares 15,797 Value ($000) $1 Avg Close — Range —
Q3 2022
Shares 17,666 Value ($000) $1,098 Avg Close — Range —
Q2 2022
Shares 17,746 Value ($000) $1,147 Avg Close — Range —
Q1 2022
Shares 17,746 Value ($000) $1,385 Avg Close — Range —