iShares S&P 1500 Index Fund shares owned by Bellwether Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Bellwether Advisors
from 13F filings
Historical chart of Bellwether Advisors investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Bellwether Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $235k | 2.0k | 115.30 |
| 2023-12-31 | $221k | 2.1k | 105.23 |
| 2023-06-30 | $206k | 2.1k | 97.84 |
| 2023-03-31 | $198k | 2.2k | 90.55 |
| 2022-12-31 | $257k | 3.0k | 84.80 |
| 2022-09-30 | $289k | 3.6k | 79.29 |
| 2022-06-30 | $362k | 4.3k | 83.60 |
| 2022-03-31 | $508k | 5.0k | 100.83 |
| 2021-12-31 | $544k | 5.1k | 106.81 |
| 2021-09-30 | $598k | 6.1k | 98.31 |
| 2021-06-30 | $600k | 6.1k | 98.70 |
| 2021-03-31 | $632k | 6.9k | 91.57 |
| 2020-12-31 | $907k | 11k | 86.13 |