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 (IVV). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 108,101 | +17 | +0.0% | 5.60% | $74.0M | $683.12 |
| 2025 Q3 | ADDED | 108,084 | +184 | +0.2% | 5.54% | $72.3M | $665.17 |
| 2025 Q2 | REDUCED | 107,900 | -672 | -0.6% | 5.62% | $67.0M | $615.21 |
| 2025 Q1 | REDUCED | 108,572 | -1,488 | -1.4% | 5.65% | $61.0M | $555.02 |
As of 2025 Q4 — sorted by position size