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.
| 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 |
| 2024 Q4 | ADDED | 205,321 | +3,254 | +1.6% | 2.16% | $23.7M | $113.32 |
| 2024 Q3 | ADDED | 202,067 | +7,328 | +3.8% | 2.26% | $23.6M | $113.96 |
| 2024 Q2 | ADDED | 194,739 | +657 | +0.3% | 2.14% | $20.8M | $103.47 |
| 2024 Q1 | ADDED | 194,082 | +4,239 | +2.2% | 2.29% | $21.4M | $106.83 |
| 2023 Q4 | REDUCED | 189,843 | -22,205 | -10.5% | 2.41% | $20.4M | $104.32 |
| 2023 Q3 | UNCHANGED | 212,048 | — | 0% | 2.68% | $21.0M | $90.67 |
As of 2025 Q4 — sorted by position size