Ownership history in SMITH SHELLNUT WILSON LLC /ADV · 32 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 TOTAL US (ITOT). 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 | REDUCED | 97,258 | -662 | -0.7% | 5.44% | $14.2M | $144.85 |
| 2025 Q2 | ADDED | 97,920 | +1 | +0.0% | 5.73% | $13.2M | $133.91 |
| 2025 Q1 | ADDED | 97,919 | +12,938 | +15.2% | 5.48% | $11.9M | $120.63 |
| 2024 Q4 | REDUCED | 84,981 | -20,387 | -19.3% | 4.84% | $10.9M | $126.80 |
| 2024 Q3 | REDUCED | 105,368 | -517 | -0.5% | 5.98% | $13.2M | $123.41 |
| 2024 Q2 | REDUCED | 105,885 | -724 | -0.7% | 6.11% | $12.6M | $116.26 |
| 2024 Q1 | REDUCED | 106,609 | -131 | -0.1% | 6.52% | $12.3M | $112.53 |
| 2023 Q4 | REDUCED | 106,740 | -607 | -0.6% | 6.44% | $11.2M | $102.42 |
| 2023 Q3 | REDUCED | 107,347 | -716 | -0.7% | 6.19% | $10.1M | $91.27 |
| 2023 Q2 | REDUCED | 108,063 | -4,223 | -3.8% | 5.96% | $10.6M | $94.36 |
As of 2025 Q4 — sorted by position size