iShares Russell 2000 Value Index shares owned by Smith, Salley & Associates
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Smith, Salley & Associates
from 13F filings
Historical chart of Smith, Salley & Associates investment in iShares Russell 2000 Value Index
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Quarterly reported holdings in iShares Russell 2000 Value Index by Smith, Salley & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $230k | 1.4k | 164.17 |
| 2024-09-30 | $233k | 1.4k | 166.82 |
| 2023-12-31 | $217k | 1.4k | 155.33 |
| 2023-06-30 | $233k | 1.7k | 140.80 |
| 2011-06-30 | $676k | 9.2k | 73.37 |
| 2011-03-31 | $675k | 9.0k | 75.39 |
| 2010-12-31 | $577k | 8.1k | 71.07 |
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