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
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 1000 Index by Smith, Salley & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $712k | 1.9k | 365.48 |
| 2025-06-30 | $662k | 1.9k | 339.57 |
| 2025-03-31 | $598k | 1.9k | 306.74 |
| 2024-12-31 | $713k | 2.2k | 322.16 |
| 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 |
More positions owned by Smith, Salley & Associates
View all positions for Smith, Salley & Associates