iShares S&P 1500 Index Fund shares owned by Avalon Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Avalon Advisors
from 13F filings
Historical chart of Avalon Advisors investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Avalon Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Avalon Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-03-31 | $2.7M | 30k | 90.55 |
| 2022-12-31 | $2.5M | 30k | 84.81 |
| 2022-09-30 | $2.6M | 32k | 79.54 |
| 2022-06-30 | $2.6M | 31k | 83.78 |
| 2022-03-31 | $3.1M | 31k | 100.95 |
| 2020-03-31 | $533k | 9.3k | 57.19 |
| 2019-12-31 | $488k | 6.7k | 72.62 |
| 2019-09-30 | $461k | 6.9k | 67.14 |
| 2019-06-30 | $448k | 6.7k | 66.67 |