iShares S&P 1500 Index Fund shares owned by Capital Performance Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Capital Performance Advisors
from 13F filings
Historical chart of Capital Performance Advisors 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 Capital Performance Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 1500 Index Fund by Capital Performance Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $208k | 1.8k | 115.30 |
2022-03-31 | $207k | 2.0k | 101.02 |
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