iShares Russell 2000 Index shares owned by Smith, Salley & Associates
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Smith, Salley & Associates
from 13F filings
Historical chart of Smith, Salley & Associates investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Smith, Salley & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $909k | 3.8k | 241.96 |
| 2025-06-30 | $391k | 1.8k | 215.79 |
| 2025-03-31 | $202k | 1.0k | 199.49 |
| 2023-12-31 | $408k | 2.0k | 200.71 |
| 2023-09-30 | $320k | 1.8k | 176.74 |
| 2023-06-30 | $339k | 1.8k | 187.27 |
| 2023-03-31 | $285k | 1.6k | 178.40 |
| 2022-12-31 | $301k | 1.7k | 174.36 |
| 2022-09-30 | $261k | 1.6k | 165.85 |
| 2022-06-30 | $303k | 1.8k | 169.90 |
| 2022-03-31 | $323k | 1.6k | 204.88 |
| 2021-12-31 | $395k | 1.8k | 223.62 |
| 2021-09-30 | $410k | 1.9k | 219.12 |
| 2021-06-30 | $457k | 2.0k | 229.63 |
| 2021-03-31 | $437k | 2.0k | 219.75 |
| 2020-12-31 | $377k | 1.9k | 197.53 |
| 2014-06-30 | $251k | 2.1k | 118.68 |
More positions owned by Smith, Salley & Associates
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