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iShares S&P 1500 Index Fund shares owned by Smith, Salley & Associates

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Smith, Salley & Associates from 13F filings

Historical chart of Smith, Salley & Associates investment in iShares S&P 1500 Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 1500 Index Fund held by Smith, Salley & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 1500 Index Fund by Smith, Salley & Associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $218k 1.9k 115.32
2023-12-31 $224k 2.1k 105.24
2022-12-31 $448k 5.3k 84.79
2022-03-31 $231k 2.3k 100.92