ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 12,088 Value ($000) $2,976 Avg Close — Range —
Q3 2025
Shares 12,112 Value ($000) $2,931 Avg Close — Range —
Q2 2025
Shares 12,179 Value ($000) $2,628 Avg Close — Range —
Q1 2025
Shares 12,179 Value ($000) $2,430 Avg Close — Range —
Q4 2024
Shares 12,328 Value ($000) $2,724 Avg Close — Range —
Q3 2024
Shares 12,199 Value ($000) $2,695 Avg Close — Range —
Q2 2024
Shares 9,386 Value ($000) $1,904 Avg Close — Range —
Q1 2024
Shares 9,386 Value ($000) $1,974 Avg Close — Range —
Q4 2023
Shares 9,466 Value ($000) $1,900 Avg Close — Range —
Q3 2023
Shares 7,181 Value ($000) $1,269 Avg Close — Range —
Q2 2023
Shares 7,031 Value ($000) $1,317 Avg Close — Range —
Q1 2023
Shares 7,031 Value ($000) $1,254 Avg Close — Range —
Q4 2022
Shares 6,431 Value ($000) $1 Avg Close — Range —
Q3 2022
Shares 7,190 Value ($000) $1,186 Avg Close — Range —
Q2 2022
Shares 7,285 Value ($000) $1,234 Avg Close — Range —
Q1 2022
Shares 7,285 Value ($000) $1,495 Avg Close — Range —