iShares S&P SmallCap 600 Index shares owned by Smith, Salley & Associates
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Smith, Salley & Associates
from 13F filings
Historical chart of Smith, Salley & Associates investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Smith, Salley & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $390k | 3.3k | 116.95 |
| 2024-06-30 | $351k | 3.3k | 106.66 |
| 2023-12-31 | $821k | 7.6k | 108.23 |
| 2023-09-30 | $675k | 7.2k | 94.33 |
| 2023-06-30 | $674k | 6.8k | 99.65 |
| 2023-03-31 | $619k | 6.4k | 96.70 |
| 2022-12-31 | $599k | 6.3k | 94.64 |
| 2022-03-31 | $385k | 3.6k | 107.54 |
| 2021-12-31 | $439k | 3.8k | 114.77 |
| 2021-09-30 | $452k | 4.1k | 109.18 |
| 2021-06-30 | $520k | 4.6k | 113.13 |
| 2021-03-31 | $421k | 3.9k | 109.02 |
| 2020-12-31 | $458k | 5.0k | 91.15 |
| 2020-09-30 | $353k | 5.0k | 70.31 |
| 2020-06-30 | $340k | 5.0k | 67.71 |
| 2020-03-31 | $341k | 6.0k | 57.29 |
| 2019-12-31 | $497k | 6.0k | 83.33 |
| 2019-09-30 | $492k | 6.3k | 77.85 |
| 2019-06-30 | $481k | 6.1k | 78.54 |
| 2019-03-31 | $469k | 6.1k | 76.63 |
| 2018-12-31 | $534k | 7.7k | 69.44 |
| 2018-09-30 | $671k | 7.7k | 86.81 |
| 2018-06-30 | $617k | 7.4k | 82.76 |
| 2018-03-31 | $667k | 8.6k | 77.26 |
| 2017-12-31 | $671k | 8.8k | 76.53 |
| 2017-09-30 | $548k | 7.4k | 74.28 |
| 2017-06-30 | $574k | 7.9k | 72.73 |
| 2017-03-31 | $595k | 8.6k | 69.11 |
| 2016-12-31 | $687k | 4.9k | 141.03 |
| 2016-09-30 | $522k | 4.2k | 124.26 |
| 2016-06-30 | $488k | 4.2k | 116.16 |
| 2016-03-31 | $535k | 4.6k | 115.38 |
| 2015-12-31 | $752k | 6.8k | 110.05 |
| 2015-09-30 | $667k | 6.3k | 106.62 |
| 2015-06-30 | $777k | 6.6k | 117.85 |
| 2015-03-31 | $942k | 8.0k | 118.06 |
| 2014-12-31 | $1.2M | 11k | 114.10 |
| 2014-09-30 | $1.7M | 16k | 104.29 |
| 2014-06-30 | $2.2M | 20k | 112.14 |
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