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iShares S&P 1500 Index Fund shares owned by Carroll Financial Associates

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Carroll Financial Associates from 13F filings

Historical chart of Carroll Financial Associates 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 Carroll Financial 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 Carroll Financial Associates

Quarter filed Position value Share count Share price at filing
2021-12-31 $4.1M 39k 107.60
2021-09-30 $3.0M 31k 98.38
2021-06-30 $3.4M 34k 98.75
2021-03-31 $3.2M 35k 91.60
2020-12-31 $3.2M 37k 86.21
2020-09-30 $4.1M 54k 75.49
2020-06-30 $3.4M 49k 69.43
2020-03-31 $3.6M 63k 57.21
2019-12-31 $3.5M 49k 72.67
2019-09-30 $2.4M 36k 67.05
2019-06-30 $2.4M 36k 66.61
2019-03-31 $2.4M 37k 64.39
2018-12-31 $2.2M 37k 57.86
2018-09-30 $2.7M 41k 66.61
2018-06-30 $2.5M 40k 62.52
2018-03-31 $2.0M 33k 60.46
2017-12-31 $2.0M 33k 61.12
2017-09-30 $1.9M 33k 58.45
2017-06-30 $1.5M 27k 55.41
2017-03-31 $1.2M 23k 54.02
2016-12-31 $564k 11k 51.26
2016-09-30 $25k 505 49.50