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iShares Russell 2000 Index shares owned by Smith, Salley & Associates

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Smith, Salley & Associates from 13F filings

Historical chart of Smith, Salley & Associates investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index 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 Russell 2000 Index by Smith, Salley & Associates

Quarter filed Position value Share count Share price at filing
2023-12-31 $408k 2.0k 200.71
2023-09-30 $320k 1.8k 176.74
2023-06-30 $339k 1.8k 187.27
2023-03-31 $285k 1.6k 178.40
2022-12-31 $301k 1.7k 174.36
2022-09-30 $261k 1.6k 165.85
2022-06-30 $303k 1.8k 169.90
2022-03-31 $323k 1.6k 204.88
2021-12-31 $395k 1.8k 223.62
2021-09-30 $410k 1.9k 219.12
2021-06-30 $457k 2.0k 229.63
2021-03-31 $437k 2.0k 219.75
2020-12-31 $377k 1.9k 197.53
2014-06-30 $251k 2.1k 118.68