iShares Russell Midcap Index Fund shares owned by Smith, Salley & Associates
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Smith, Salley & Associates
from 13F filings
Historical chart of Smith, Salley & Associates investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by Smith, Salley & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $788k | 8.2k | 96.55 |
| 2025-06-30 | $812k | 8.8k | 91.97 |
| 2025-03-31 | $770k | 9.1k | 85.07 |
| 2024-12-31 | $837k | 9.5k | 88.40 |
| 2024-09-30 | $817k | 9.3k | 88.14 |
| 2023-12-31 | $2.1M | 27k | 77.73 |
| 2023-09-30 | $1.8M | 26k | 69.25 |
| 2023-06-30 | $1.8M | 25k | 73.03 |
| 2023-03-31 | $1.4M | 20k | 69.92 |
| 2022-12-31 | $1.4M | 21k | 67.45 |
| 2022-09-30 | $682k | 11k | 62.14 |
| 2022-06-30 | $1.8M | 28k | 64.63 |
| 2022-03-31 | $1.6M | 20k | 78.01 |
| 2021-12-31 | $1.9M | 22k | 83.20 |
| 2021-09-30 | $1.7M | 22k | 78.34 |
| 2021-06-30 | $1.8M | 22k | 79.42 |
| 2021-03-31 | $1.6M | 22k | 74.01 |
| 2018-09-30 | $366k | 1.7k | 220.48 |
| 2018-06-30 | $352k | 1.7k | 212.05 |
| 2018-03-31 | $343k | 1.7k | 206.63 |
| 2017-12-31 | $422k | 2.0k | 207.98 |
| 2014-06-30 | $321k | 2.0k | 162.53 |
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