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iShares S&P 1500 Index Fund shares owned by Personal Cfo Solutions

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

Historical chart of Personal Cfo Solutions 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 Personal Cfo Solutions 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 Personal Cfo Solutions

Quarter filed Position value Share count Share price at filing
2023-09-30 $348k 3.7k 94.20
2023-06-30 $355k 3.6k 97.85
2023-03-31 $312k 3.4k 90.55
2022-12-31 $303k 3.6k 84.79
2022-09-30 $279k 3.5k 79.46
2022-06-30 $284k 3.4k 83.70
2022-03-31 $339k 3.4k 100.83