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iShares Russell 1000 Index shares owned by Smith, Salley & Associates

Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Smith, Salley & Associates from 13F filings

Historical chart of Smith, Salley & Associates investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 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 1000 Index by Smith, Salley & Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $696k 2.2k 314.39
2024-06-30 $659k 2.2k 297.54
2024-03-31 $638k 2.2k 288.03
2023-12-31 $581k 2.2k 262.26
2022-12-31 $612k 2.9k 210.52