iShares S&P 1500 Index Fund shares owned by Calton & Associates
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Calton & Associates
from 13F filings
Historical chart of Calton & Associates investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Calton & Associates 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 Calton & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $690k | 6.0k | 115.31 |
| 2023-12-31 | $581k | 5.5k | 105.22 |
| 2023-06-30 | $517k | 5.3k | 97.83 |
| 2023-03-31 | $488k | 5.4k | 90.55 |
| 2022-12-31 | $446k | 5.3k | 84.79 |
| 2022-09-30 | $450k | 5.7k | 79.52 |
| 2022-06-30 | $488k | 5.8k | 83.63 |
| 2022-03-31 | $1.5M | 15k | 100.93 |
| 2021-12-31 | $3.1M | 29k | 106.96 |
| 2021-09-30 | $20M | 200k | 98.38 |
| 2021-06-30 | $33M | 338k | 98.76 |
| 2021-03-31 | $32M | 347k | 91.60 |
| 2020-12-31 | $28M | 330k | 86.22 |
| 2020-09-30 | $15M | 194k | 75.49 |
| 2020-06-30 | $12M | 175k | 69.44 |
| 2020-03-31 | $5.9M | 103k | 57.21 |