IJR — ISHARES

Ownership history in SMITH, MOORE & CO.  ·  49 quarters on record

This page tracks every 13F SEC filing in which SMITH, MOORE & CO. reported a position in ISHARES (IJR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.7% (2014 Q2)
Avg. % of fund
3.57%
First filed
2013 Q4
Last filed
2025 Q4
Quarters held
49
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 213,726 +3,979 +1.9% 1.94% $25.7M $119.99
2025 Q3 ADDED 209,747 +2,058 +1.0% 1.91% $24.9M $118.09
2025 Q2 REDUCED 207,689 -1,369 -0.7% 1.91% $22.7M $108.21
2025 Q1 ADDED 209,058 +3,737 +1.8% 2.02% $21.9M $103.16
45 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IJR price (monthly, adj. close)

Other funds also holding IJR

As of 2025 Q4 — sorted by position size

LTG Capital LLC 3Y 20.53% PROVIDA PENSION FUND ADMINISTRATOR 3Y 7Y 14.49% Arcataur Capital Management LLC 13.29% Holland Advisory Services, Inc. 3Y 12.94% Fort Henry Capital, LLC 3Y 12.65% Abound Wealth Management 12.51% Shoker Investment Counsel, Inc. 3Y 7Y 11.66% Atlanta Consulting Group Advisors, LLC 11.41% Fi3 FINANCIAL ADVISORS, LLC 3Y 11.1% Paradigm, Strategies in Wealth Management, LLC 3Y 11.03%
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