iShares S&P 500 Index shares owned by Smith, Salley & Associates
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Smith, Salley & Associates
from 13F filings
Historical chart of Smith, Salley & Associates investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Smith, Salley & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 3.1k | 669.26 |
| 2025-06-30 | $1.9M | 3.0k | 620.92 |
| 2025-03-31 | $1.3M | 2.3k | 561.85 |
| 2024-12-31 | $1.3M | 2.3k | 588.63 |
| 2024-09-30 | $912k | 1.6k | 576.83 |
| 2024-06-30 | $886k | 1.6k | 547.21 |
| 2024-03-31 | $937k | 1.8k | 525.82 |
| 2023-12-31 | $2.2M | 4.7k | 477.53 |
| 2023-09-30 | $3.1M | 7.2k | 429.43 |
| 2023-06-30 | $1.6M | 3.6k | 445.59 |
| 2023-03-31 | $739k | 1.8k | 411.08 |
| 2022-12-31 | $1.4M | 3.8k | 384.21 |
| 2022-09-30 | $964k | 2.7k | 358.61 |
| 2022-06-30 | $1.1M | 3.0k | 379.21 |
| 2022-03-31 | $1.2M | 2.7k | 453.82 |
| 2021-12-31 | $1.3M | 2.6k | 476.97 |
| 2021-09-30 | $871k | 2.0k | 430.55 |
| 2021-06-30 | $869k | 2.0k | 429.99 |
| 2021-03-31 | $802k | 2.0k | 398.01 |
| 2020-12-31 | $940k | 2.5k | 375.40 |
| 2020-09-30 | $426k | 1.3k | 336.49 |
| 2020-06-30 | $260k | 839 | 309.89 |
| 2020-03-31 | $213k | 824 | 258.50 |
| 2019-12-31 | $359k | 1.1k | 323.13 |
| 2019-09-30 | $831k | 2.8k | 298.49 |
| 2019-06-30 | $655k | 2.2k | 294.65 |
| 2019-03-31 | $892k | 3.1k | 284.53 |
| 2018-12-31 | $811k | 3.2k | 251.63 |
| 2018-09-30 | $980k | 3.3k | 292.62 |
| 2018-06-30 | $914k | 3.3k | 273.00 |
| 2018-03-31 | $1.1M | 4.2k | 265.26 |
| 2017-12-31 | $1.1M | 4.0k | 268.78 |
| 2017-09-30 | $300k | 1.2k | 252.53 |
More positions owned by Smith, Salley & Associates
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