iShares S&P 1500 Index Fund shares owned by Comprehensive Portfolio Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Comprehensive Portfolio Management
from 13F filings
Historical chart of Comprehensive Portfolio Management investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Comprehensive Portfolio Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.4M | 21k | 115.30 |
| 2023-12-31 | $2.1M | 20k | 105.23 |
| 2023-09-30 | $1.8M | 19k | 94.19 |
| 2023-06-30 | $1.8M | 19k | 97.84 |
| 2023-03-31 | $922k | 10k | 90.55 |
| 2022-12-31 | $650k | 7.7k | 84.80 |
| 2022-09-30 | $438k | 5.5k | 79.49 |
| 2022-06-30 | $282k | 3.4k | 83.68 |
| 2022-03-31 | $340k | 3.4k | 100.89 |
| 2021-03-31 | $361k | 3.9k | 91.62 |
| 2020-12-31 | $285k | 3.3k | 86.36 |
| 2019-12-31 | $248k | 3.4k | 72.58 |
| 2019-09-30 | $229k | 3.4k | 67.06 |
| 2019-06-30 | $224k | 3.4k | 66.55 |
| 2019-03-31 | $223k | 3.5k | 64.36 |
| 2018-09-30 | $228k | 3.4k | 66.53 |
| 2018-06-30 | $225k | 3.6k | 62.59 |
| 2018-03-31 | $265k | 4.4k | 60.38 |
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