iShares Russell 1000 Value Index shares owned by Smith, Salley & Associates
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Smith, Salley & Associates
from 13F filings
Historical chart of Smith, Salley & Associates investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Smith, Salley & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $309k | 1.5k | 203.59 |
| 2025-06-30 | $265k | 1.4k | 194.23 |
| 2025-03-31 | $254k | 1.4k | 188.16 |
| 2024-12-31 | $273k | 1.5k | 185.13 |
| 2024-09-30 | $280k | 1.5k | 189.80 |
| 2024-06-30 | $263k | 1.5k | 174.47 |
| 2024-03-31 | $271k | 1.5k | 179.11 |
| 2023-12-31 | $360k | 2.2k | 165.24 |
| 2023-09-30 | $330k | 2.2k | 151.82 |
| 2023-06-30 | $263k | 1.7k | 157.83 |
| 2022-03-31 | $214k | 1.3k | 166.28 |
| 2021-12-31 | $216k | 1.3k | 167.83 |
| 2021-09-30 | $204k | 1.3k | 156.32 |
| 2021-06-30 | $207k | 1.3k | 158.62 |
| 2021-03-31 | $201k | 1.3k | 151.81 |
| 2020-12-31 | $247k | 1.8k | 136.92 |
| 2018-03-31 | $265k | 2.2k | 119.80 |
| 2017-12-31 | $286k | 2.3k | 124.51 |
| 2012-03-31 | $13k | 180 | 72.22 |
| 2011-12-31 | $11k | 180 | 61.11 |
| 2011-09-30 | $114k | 2.0k | 56.72 |
| 2011-06-30 | $1.8M | 27k | 68.27 |
| 2011-03-31 | $1.8M | 26k | 68.66 |
| 2010-12-31 | $1.5M | 24k | 64.85 |
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