ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Smith, Salley & Associates's Holding History (CIK: 0001482012)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 1,966 Value ($000) $292 Avg Close — Range —
Q3 2025
Shares 1,966 Value ($000) $286 Avg Close — Range —
Q2 2025
Shares 2,933 Value ($000) $396 Avg Close — Range —
Q1 2025
Shares 2,933 Value ($000) $358 Avg Close — Range —
Q4 2024
Shares 1,892 Value ($000) $243 Avg Close — Range —
Q3 2024
Shares 1,892 Value ($000) $238 Avg Close — Range —
Q2 2024
Shares 1,892 Value ($000) $225 Avg Close — Range —
Q1 2024
Shares 1,892 Value ($000) $218 Avg Close — Range —
Q4 2023
Shares 2,125 Value ($000) $224 Avg Close — Range —
Q4 2022
Shares 5,279 Value ($000) $448 Avg Close — Range —
Q1 2022
Shares 2,289 Value ($000) $231 Avg Close — Range —