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iShares Russell 1000 Value Index shares owned by Smith, Moore & Co.

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Smith, Moore & Co. from 13F filings

Historical chart of Smith, Moore & Co. investment in iShares Russell 1000 Value Index

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All positions including iShares Russell 1000 Value Index held by Smith, Moore & Co. consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Value Index by Smith, Moore & Co.

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.3M 21k 203.59
2025-06-30 $4.1M 21k 194.23
2025-03-31 $3.7M 20k 188.16
2024-12-31 $3.6M 20k 185.13
2024-09-30 $3.8M 20k 189.80
2024-06-30 $3.4M 20k 174.47
2024-03-31 $3.6M 20k 179.11
2023-09-30 $3.0M 20k 151.82
2023-06-30 $3.1M 20k 157.83
2023-03-31 $3.0M 20k 152.26
2022-12-31 $3.0M 20k 151.65
2022-09-30 $2.7M 20k 135.98
2022-06-30 $2.9M 20k 144.98
2022-03-31 $3.5M 21k 165.98
2021-12-31 $3.5M 21k 167.94
2021-09-30 $3.2M 20k 156.51
2021-06-30 $3.5M 22k 158.64
2021-03-31 $3.1M 21k 151.55
2020-12-31 $2.4M 18k 136.71
2020-09-30 $2.1M 18k 118.13
2020-06-30 $1.9M 17k 112.61
2020-03-31 $1.6M 16k 99.18
2019-12-31 $1.6M 12k 136.46
2019-09-30 $1.5M 12k 128.23
2019-06-30 $1.6M 13k 127.19
2019-03-31 $1.6M 13k 123.48
2018-12-31 $1.5M 13k 111.07
2018-09-30 $1.8M 14k 126.63
2018-06-30 $1.7M 14k 121.40
2018-03-31 $1.6M 13k 119.98
2017-12-31 $1.3M 11k 124.38
2017-09-30 $1.2M 10k 118.52
2017-06-30 $1.2M 10k 116.48
2017-03-31 $1.2M 10k 114.92
2016-12-31 $1.2M 10k 112.08
2016-09-30 $911k 8.6k 105.66
2016-06-30 $847k 8.2k 103.23
2016-03-31 $814k 8.2k 98.79
2015-12-31 $805k 8.2k 97.92
2015-09-30 $722k 7.0k 103.08
2015-06-30 $722k 7.0k 103.08
2015-03-31 $909k 8.8k 103.07
2014-12-31 $943k 9.0k 104.35
2014-09-30 $884k 8.8k 100.12
2014-06-30 $878k 8.7k 101.30
2014-03-31 $834k 8.6k 96.47
2013-12-31 $813k 8.6k 94.22

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Spdr S&p 500 Etf Tr R Unit (SPY)
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Ishares Tr Us 1000 Grw Etf (IWF)
Ishares Tr Ore S&p Scp Etf (IJR)
Tidal Trust I Undstrat Granny (GRNY)
Vanguard Specialized Funds Iv App Etf (VIG)
Nvidia Corporation Om (NVDA)
Invesco Qqq Tr Nit Ser 1 (QQQ)
Vanguard Tax-managed Fds An Ftse Dev Mkt (VEA)
Ishares Tr Ore S&p Mcp Etf (IJH)

View all positions for Smith, Moore & Co.

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