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iShares S&P 1500 Index Fund shares owned by Litman Gregory Asset Management

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Litman Gregory Asset Management from 13F filings

Historical chart of Litman Gregory 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 Litman Gregory Asset Management 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 Litman Gregory Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $17M 165k 105.23
2023-09-30 $16M 165k 94.19
2023-06-30 $17M 170k 97.84
2023-03-31 $8.1M 90k 90.55
2022-12-31 $15M 175k 84.80
2022-09-30 $15M 193k 79.54
2022-06-30 $16M 191k 83.78
2022-03-31 $20M 194k 100.94
2021-12-31 $21M 193k 106.98
2021-09-30 $21M 210k 98.38
2021-06-30 $19M 19k 1000.00
2021-03-31 $17M 181k 91.60
2020-12-31 $38M 441k 86.22
2020-09-30 $33M 436k 75.49
2020-06-30 $31M 453k 69.44
2020-03-31 $26M 445k 57.21
2019-12-31 $26M 364k 72.69
2019-09-30 $22M 335k 67.07
2019-06-30 $21M 320k 66.63
2019-03-31 $21M 318k 64.40
2018-12-31 $18M 311k 56.76
2018-09-30 $15M 232k 66.63
2018-06-30 $839k 13k 62.51
2018-03-31 $824k 14k 60.49
2017-12-31 $720k 12k 61.13
2017-09-30 $672k 12k 57.61