iShares Russell 3000 Index shares owned by Smith, Salley & Associates
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Smith, Salley & Associates
from 13F filings
Historical chart of Smith, Salley & Associates investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Smith, Salley & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 3.2k | 378.95 |
| 2025-06-30 | $1.1M | 3.2k | 351.00 |
| 2025-03-31 | $1.0M | 3.2k | 317.63 |
| 2024-12-31 | $1.1M | 3.2k | 334.23 |
| 2024-09-30 | $1.0M | 3.2k | 326.69 |
| 2024-06-30 | $984k | 3.2k | 308.72 |
| 2024-03-31 | $1.0M | 3.3k | 300.09 |
| 2023-12-31 | $960k | 3.5k | 273.74 |
| 2023-09-30 | $882k | 3.6k | 245.03 |
| 2023-06-30 | $920k | 3.6k | 254.45 |
| 2023-03-31 | $999k | 4.2k | 235.38 |
| 2022-12-31 | $924k | 4.2k | 220.67 |
| 2022-09-30 | $877k | 4.2k | 207.13 |
| 2022-06-30 | $889k | 4.1k | 217.36 |
| 2022-03-31 | $1.0M | 4.0k | 262.34 |
| 2021-12-31 | $1.1M | 4.0k | 277.39 |
| 2021-09-30 | $1.1M | 4.2k | 254.96 |
| 2021-06-30 | $1.1M | 4.2k | 256.03 |
| 2021-03-31 | $999k | 4.2k | 237.35 |
| 2020-12-31 | $1.9M | 8.6k | 223.53 |
| 2020-09-30 | $1.8M | 9.3k | 195.73 |
| 2020-06-30 | $1.3M | 7.3k | 180.08 |
| 2020-03-31 | $1.1M | 7.5k | 148.37 |
| 2019-12-31 | $1.4M | 7.4k | 188.46 |
| 2019-09-30 | $1.4M | 8.2k | 173.70 |
| 2019-06-30 | $1.4M | 7.9k | 172.34 |
| 2019-03-31 | $1.4M | 8.2k | 166.67 |
| 2018-12-31 | $4.0M | 27k | 146.93 |
| 2018-09-30 | $1.3M | 7.6k | 172.33 |
| 2018-06-30 | $1.1M | 6.9k | 162.31 |
| 2018-03-31 | $972k | 6.2k | 156.32 |
| 2017-12-31 | $997k | 6.3k | 158.15 |
| 2017-09-30 | $959k | 6.4k | 149.35 |
| 2017-06-30 | $979k | 6.8k | 144.08 |
| 2017-03-31 | $858k | 6.1k | 139.92 |
| 2016-12-31 | $772k | 5.8k | 132.97 |
| 2016-09-30 | $849k | 6.6k | 128.21 |
| 2016-06-30 | $842k | 6.8k | 123.95 |
| 2016-03-31 | $859k | 7.1k | 120.82 |
| 2015-12-31 | $853k | 7.1k | 120.36 |
| 2015-09-30 | $807k | 7.1k | 113.87 |
| 2015-06-30 | $899k | 7.2k | 124.02 |
| 2015-03-31 | $909k | 7.3k | 123.79 |
| 2014-12-31 | $916k | 7.5k | 122.33 |
| 2014-09-30 | $836k | 7.2k | 116.76 |
| 2014-06-30 | $825k | 7.0k | 117.72 |
| 2014-03-31 | $809k | 7.2k | 112.38 |
| 2013-12-31 | $809k | 7.3k | 110.61 |
| 2013-09-30 | $617k | 6.1k | 101.06 |
| 2013-06-30 | $538k | 5.6k | 96.35 |
| 2012-12-31 | $434k | 5.1k | 84.72 |
| 2012-09-30 | $258k | 3.0k | 84.76 |
| 2012-03-31 | $267k | 3.2k | 83.36 |
| 2011-12-31 | $234k | 3.2k | 74.07 |
| 2011-09-30 | $180k | 2.7k | 66.86 |
| 2011-06-30 | $161k | 2.0k | 79.35 |
| 2011-03-31 | $158k | 2.0k | 79.28 |
| 2010-12-31 | $172k | 2.3k | 74.85 |
More positions owned by Smith, Salley & Associates
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