ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 3,600 Value ($000) $886 Avg Close — Range —
Q3 2025
Shares 3,758 Value ($000) $909 Avg Close — Range —
Q2 2025
Shares 1,811 Value ($000) $391 Avg Close — Range —
Q1 2025
Shares 1,014 Value ($000) $202 Avg Close — Range —
Q4 2023
Shares 2,034 Value ($000) $408 Avg Close — Range —
Q3 2023
Shares 1,809 Value ($000) $320 Avg Close — Range —
Q2 2023
Shares 1,808 Value ($000) $339 Avg Close — Range —
Q1 2023
Shares 1,600 Value ($000) $285 Avg Close — Range —
Q4 2022
Shares 1,725 Value ($000) $301 Avg Close — Range —
Q3 2022
Shares 1,574 Value ($000) $260 Avg Close — Range —
Q2 2022
Shares 1,781 Value ($000) $302 Avg Close — Range —
Q1 2022
Shares 1,574 Value ($000) $323 Avg Close — Range —
Q4 2021
Shares 1,767 Value ($000) $394 Avg Close — Range —
Q3 2021
Shares 1,871 Value ($000) $409 Avg Close — Range —
Q2 2021
Shares 1,989 Value ($000) $456 Avg Close — Range —
Q1 2021
Shares 1,989 Value ($000) $439 Avg Close — Range —
Q4 2020
Shares 1,908 Value ($000) $375 Avg Close — Range —
Q2 2014
Shares 2,115 Value ($000) $251 Avg Close — Range —