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iShares S&P 1500 Index Fund shares owned by N.E.W. Advisory Services

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by N.E.W. Advisory Services from 13F filings

Historical chart of N.E.W. Advisory Services 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 N.E.W. Advisory Services 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 N.E.W. Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.6M 22k 115.30
2023-12-31 $2.2M 21k 105.23
2023-09-30 $1.9M 20k 94.19
2023-06-30 $1.9M 19k 97.84
2023-03-31 $1.7M 19k 90.55
2022-12-31 $1.5M 18k 84.80
2022-09-30 $1.3M 16k 79.51
2022-06-30 $1.2M 14k 83.77
2020-12-31 $314k 3.6k 86.26