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 (IWM). 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 | REDUCED | 62,921 | -532 | -0.8% | 1.17% | $15.5M | $245.72 |
| 2025 Q3 | REDUCED | 63,453 | -418 | -0.7% | 1.18% | $15.4M | $240.72 |
| 2025 Q2 | REDUCED | 63,871 | -281 | -0.4% | 1.16% | $13.8M | $214.08 |
| 2025 Q1 | REDUCED | 64,152 | -132 | -0.2% | 1.18% | $12.8M | $197.36 |
| 2024 Q4 | ADDED | 64,284 | +1,080 | +1.7% | 1.30% | $14.2M | $218.11 |
| 2024 Q3 | ADDED | 63,204 | +1,663 | +2.7% | 1.33% | $14.0M | $217.40 |
| 2024 Q2 | ADDED | 61,541 | +1,101 | +1.8% | 1.29% | $12.5M | $199.01 |
| 2024 Q1 | ADDED | 60,440 | +1,624 | +2.8% | 1.35% | $12.7M | $205.70 |
| 2023 Q4 | ADDED | 58,816 | +2,020 | +3.6% | 1.33% | $11.3M | $195.82 |
| 2023 Q3 | UNCHANGED | 56,796 | — | 0% | 1.30% | $10.2M | $171.81 |
As of 2025 Q4 — sorted by position size