Ownership history in SMITH SHELLNUT WILSON LLC /ADV · 26 quarters on record
This page tracks every 13F SEC filing in which SMITH SHELLNUT WILSON LLC /ADV reported a position in ISHARES CORE S&P SMALL-CAP (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 Q3 | ADDED | 34,618 | +11,524 | +49.9% | 1.58% | $4.1M | $118.09 |
| 2025 Q2 | ADDED | 23,094 | +1,237 | +5.7% | 1.09% | $2.5M | $108.21 |
| 2025 Q1 | ADDED | 21,857 | +54 | +0.2% | 1.05% | $2.3M | $103.16 |
| 2024 Q4 | ADDED | 21,803 | +2,287 | +11.7% | 1.11% | $2.5M | $113.32 |
| 2024 Q3 | ADDED | 19,516 | +300 | +1.6% | 1.03% | $2.3M | $113.96 |
| 2024 Q2 | ADDED | 19,216 | +13,157 | +217.1% | 1.00% | $2.0M | $103.47 |
| 2024 Q1 | REDUCED | 6,059 | -14 | -0.2% | 0.36% | $670K | $106.83 |
| 2023 Q4 | ADDED | 6,073 | +367 | +6.4% | 0.38% | $657K | $104.32 |
| 2023 Q3 | REDUCED | 5,706 | -399 | -6.5% | 0.33% | $538K | $90.67 |
| 2023 Q2 | REDUCED | 6,105 | -455 | -6.9% | 0.34% | $608K | $95.31 |
As of 2025 Q4 — sorted by position size