iShares S&P 1500 Index Fund shares owned by Belpointe Asset Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Belpointe Asset Management
from 13F filings
Historical chart of Belpointe Asset Management investment in iShares S&P 1500 Index Fund
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 1500 Index Fund held by Belpointe Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 1500 Index Fund by Belpointe Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.3M | 12k | 115.30 |
| 2023-09-30 | $861k | 9.1k | 94.19 |
| 2023-06-30 | $916k | 9.4k | 97.84 |
| 2023-03-31 | $1.7M | 19k | 90.55 |
| 2022-12-31 | $2.6M | 30k | 84.80 |
| 2022-09-30 | $3.1M | 39k | 79.52 |
| 2022-06-30 | $3.9M | 46k | 83.77 |
| 2022-03-31 | $4.0M | 39k | 100.94 |
| 2021-12-31 | $4.6M | 43k | 106.96 |
| 2021-09-30 | $2.9M | 30k | 98.41 |
| 2021-06-30 | $3.1M | 32k | 98.76 |
| 2021-03-31 | $2.2M | 24k | 91.57 |
| 2020-12-31 | $2.5M | 29k | 86.19 |
| 2020-09-30 | $893k | 16k | 57.14 |
| 2020-06-30 | $1.3M | 19k | 69.43 |
| 2020-03-31 | $893k | 16k | 57.14 |
| 2019-12-31 | $637k | 8.8k | 72.76 |
| 2019-09-30 | $490k | 7.3k | 67.04 |
| 2019-06-30 | $574k | 8.6k | 66.65 |
| 2018-12-31 | $351k | 6.2k | 56.73 |
| 2018-09-30 | $727k | 11k | 66.64 |
More positions owned by Belpointe Asset Management
View all positions for Belpointe Asset Management