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
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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 |
|---|---|---|---|
| 2025-09-30 | $286k | 2.0k | 145.68 |
| 2025-06-30 | $396k | 2.9k | 135.06 |
| 2025-03-31 | $358k | 2.9k | 122.03 |
| 2024-12-31 | $243k | 1.9k | 128.65 |
| 2024-09-30 | $238k | 1.9k | 125.65 |
| 2024-06-30 | $225k | 1.9k | 118.80 |
| 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 |
More positions owned by Smith, Salley & Associates
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