Ownership history in SMITH, MOORE & CO. · 36 quarters on record
This page tracks every 13F SEC filing in which SMITH, MOORE & CO. reported a position in ISHARES TR (IJH). 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 | 255,607 | +9,663 | +3.9% | 1.28% | $16.9M | $65.85 |
| 2025 Q3 | ADDED | 245,944 | +4,767 | +2.0% | 1.23% | $16.1M | $64.79 |
| 2025 Q2 | REDUCED | 241,177 | -5,155 | -2.1% | 1.26% | $15.0M | $61.37 |
| 2025 Q1 | ADDED | 246,332 | +10,560 | +4.5% | 1.33% | $14.4M | $57.56 |
| 2024 Q4 | ADDED | 235,772 | +9,923 | +4.4% | 1.34% | $14.7M | $61.30 |
| 2024 Q3 | ADDED | 225,849 | +9,986 | +4.6% | 1.34% | $14.1M | $61.06 |
| 2024 Q2 | ADDED | 215,863 | +3,163 | +1.5% | 1.30% | $12.6M | $57.11 |
| 2024 Q1 | ADDED | 212,700 | +171,416 | +415.2% | 1.38% | $12.9M | $59.12 |
| 2023 Q4 | REDUCED | 41,284 | -42,328 | -50.6% | 1.35% | $11.4M | $53.81 |
| 2023 Q3 | UNCHANGED | 83,612 | — | 0% | 2.79% | $21.9M | $48.20 |
As of 2025 Q4 — sorted by position size