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

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2023-12-31 $217k 1.4k 155.33
2023-06-30 $233k 1.7k 140.80
2011-06-30 $676k 9.2k 73.37
2011-03-31 $675k 9.0k 75.39
2010-12-31 $577k 8.1k 71.07