ISHARES TR

Ticker: IWD CUSIP: 464287598 Class: RUS 1000 VAL ETF

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

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

Q4 2025
Shares 1,525 Value ($000) $321 Avg Close — Range —
Q3 2025
Shares 1,517 Value ($000) $309 Avg Close — Range —
Q2 2025
Shares 1,362 Value ($000) $265 Avg Close — Range —
Q1 2025
Shares 1,352 Value ($000) $254 Avg Close — Range —
Q4 2024
Shares 1,476 Value ($000) $273 Avg Close — Range —
Q3 2024
Shares 1,476 Value ($000) $280 Avg Close — Range —
Q2 2024
Shares 1,505 Value ($000) $263 Avg Close — Range —
Q1 2024
Shares 1,511 Value ($000) $271 Avg Close — Range —
Q4 2023
Shares 2,176 Value ($000) $360 Avg Close — Range —
Q3 2023
Shares 2,174 Value ($000) $330 Avg Close — Range —
Q2 2023
Shares 1,666 Value ($000) $263 Avg Close — Range —
Q1 2022
Shares 1,287 Value ($000) $214 Avg Close — Range —
Q4 2021
Shares 1,287 Value ($000) $216 Avg Close — Range —
Q3 2021
Shares 1,305 Value ($000) $204 Avg Close — Range —
Q2 2021
Shares 1,305 Value ($000) $207 Avg Close — Range —
Q1 2021
Shares 1,324 Value ($000) $201 Avg Close — Range —
Q4 2020
Shares 1,804 Value ($000) $247 Avg Close — Range —
Q1 2018
Shares 2,212 Value ($000) $265 Avg Close — Range —
Q4 2017
Shares 2,297 Value ($000) $286 Avg Close — Range —