IWF — ISHARES

Ownership history in SMITH, MOORE & CO.  ·  48 quarters on record

This page tracks every 13F SEC filing in which SMITH, MOORE & CO. reported a position in ISHARES (IWF). 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
2.66% (2025 Q3)
Avg. % of fund
0.71%
First filed
2013 Q4
Last filed
2025 Q4
Quarters held
48
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 74,169 +110 +0.1% 2.65% $35.1M $472.88
2025 Q3 ADDED 74,059 +1,010 +1.4% 2.66% $34.7M $467.53
2025 Q2 ADDED 73,049 +2,953 +4.2% 2.60% $31.0M $423.39
2025 Q1 ADDED 70,096 +2,779 +4.1% 2.34% $25.3M $359.72
44 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IWF price (monthly, adj. close)

Other funds also holding IWF

As of 2025 Q4 — sorted by position size

Qalhat Capital Ltd 3Y 100.0% Covenant Partners, LLC 3Y 7Y 30.31% LBJ Family Wealth Advisors, Ltd. 3Y 7Y 25.48% Ball & Co Wealth Management Inc. 20.84% LWM ADVISORS INC 20.7% Cedar Mountain Advisors, LLC 3Y 17.72% 71 West Capital Partners 17.71% Bluesphere Advisors LLC 3Y 17.31% Sheridan Capital Management, LLC 16.68% Cooksen Wealth, LLC 16.4%
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