ISHARES TR

Ticker: IWR CUSIP: 464287499 Class: RUS MID CAP ETF

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

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

Q4 2025
Shares 8,061 Value ($000) $776 Avg Close — Range —
Q3 2025
Shares 8,161 Value ($000) $788 Avg Close — Range —
Q2 2025
Shares 8,829 Value ($000) $812 Avg Close — Range —
Q1 2025
Shares 9,053 Value ($000) $770 Avg Close — Range —
Q4 2024
Shares 9,465 Value ($000) $837 Avg Close — Range —
Q3 2024
Shares 9,273 Value ($000) $817 Avg Close — Range —
Q4 2023
Shares 26,497 Value ($000) $2,059 Avg Close — Range —
Q3 2023
Shares 25,989 Value ($000) $1,800 Avg Close — Range —
Q2 2023
Shares 25,184 Value ($000) $1,839 Avg Close — Range —
Q1 2023
Shares 20,341 Value ($000) $1,422 Avg Close — Range —
Q4 2022
Shares 20,635 Value ($000) $1,392 Avg Close — Range —
Q3 2022
Shares 10,975 Value ($000) $682 Avg Close — Range —
Q2 2022
Shares 28,310 Value ($000) $1,830 Avg Close — Range —
Q1 2022
Shares 20,166 Value ($000) $1,574 Avg Close — Range —
Q4 2021
Shares 22,289 Value ($000) $1,851 Avg Close — Range —
Q3 2021
Shares 22,289 Value ($000) $1,744 Avg Close — Range —
Q2 2021
Shares 22,289 Value ($000) $1,767 Avg Close — Range —
Q1 2021
Shares 22,289 Value ($000) $1,648 Avg Close — Range —
Q3 2018
Shares 1,660 Value ($000) $366 Avg Close — Range —
Q2 2018
Shares 1,660 Value ($000) $352 Avg Close — Range —
Q1 2018
Shares 1,660 Value ($000) $343 Avg Close — Range —
Q4 2017
Shares 2,029 Value ($000) $422 Avg Close — Range —
Q2 2014
Shares 1,975 Value ($000) $321 Avg Close — Range —