Lowe fs »

iShares S&P 1500 Index Fund shares owned by Lowe fs

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

Historical chart of Lowe fs 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 Lowe fs consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 1500 Index Fund by Lowe fs

Quarter filed Position value Share count Share price at filing
2024-03-31 $20k 172 115.30
2023-12-31 $18k 172 105.23
2023-09-30 $15k 161 94.19
2023-06-30 $16k 161 97.84
2023-03-31 $15k 161 90.55
2022-12-31 $14k 161 84.80
2022-09-30 $13k 161 80.75
2022-06-30 $13k 161 80.75
2022-03-31 $16k 161 99.38
2021-12-31 $17k 161 105.59
2021-09-30 $16k 161 99.38
2021-06-30 $16k 161 99.38
2021-03-31 $15k 161 93.17
2020-12-31 $14k 161 86.96
2020-09-30 $12k 161 74.53
2020-06-30 $11k 161 68.32
2020-03-31 $9.0k 161 55.90
2019-12-31 $10k 135 74.07
2019-09-30 $9.0k 135 66.67
2019-06-30 $9.0k 135 66.67
2019-03-31 $8.0k 135 59.26
2018-12-31 $8.0k 135 59.26
2018-09-30 $9.0k 135 66.67
2018-06-30 $8.0k 135 59.26
2018-03-31 $8.0k 135 59.26
2017-12-31 $8.0k 135 59.26
2017-09-30 $8.0k 135 59.26
2017-06-30 $7.0k 135 51.85
2017-03-31 $7.0k 135 51.85
2016-12-31 $7.0k 135 51.85
2016-09-30 $7.0k 135 51.85
2016-06-30 $3.0k 35 85.71
2016-03-31 $3.0k 35 85.71
2015-12-31 $3.0k 35 85.71
2015-09-30 $3.0k 35 85.71
2015-06-30 $3.0k 35 85.71
2015-03-31 $3.0k 35 85.71
2014-12-31 $3.0k 35 85.71