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iShares S&P SmallCap 600 Value Idx shares owned by Smith, Salley & Associates

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Smith, Salley & Associates from 13F filings

Historical chart of Smith, Salley & Associates investment in iShares S&P SmallCap 600 Value Idx

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All positions including iShares S&P SmallCap 600 Value Idx 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 SmallCap 600 Value Idx by Smith, Salley & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $296k 2.7k 110.59
2025-06-30 $260k 2.6k 99.49

More positions owned by Smith, Salley & Associates

NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Meta Platforms Cl A (META)
JPMorgan Chase & Co. (JPM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
TJX Companies (TJX)
Visa Com Cl A (V)
Raytheon Technologies Corp (RTX)
Abbvie (ABBV)
Lowe's Companies (LOW)
Broadcom (AVGO)
Brookfield Corp Cl A Ltd Vt Sh (BN)

View all positions for Smith, Salley & Associates

Top funds holding iShares S&P SmallCap 600 Value Idx

Morgan Stanley
Wells Fargo & Company
FMR
UBS Group
LPL Financial
Prime Capital Investment Advisors
Modera Wealth Management
Ameriprise Financial
Envestnet Asset Management
M^T Bank Corporation
Pnc Financial Services
Commonwealth Equity Services
Royal Bank of Canada
HighTower Advisors
Northwestern Mutual Wealth Management Company

View all funds holding iShares S&P SmallCap 600 Value Idx