iShares S&P 1500 Index Fund shares owned by Regency Capital Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Regency Capital Management
from 13F filings
Historical chart of Regency Capital 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 Regency Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 1500 Index Fund by Regency Capital Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.3M | 11k | 115.30 |
2023-12-31 | $1.4M | 13k | 105.23 |
2023-09-30 | $1.3M | 14k | 94.19 |
2023-06-30 | $1.1M | 11k | 97.84 |
2023-03-31 | $1.0M | 11k | 90.55 |
2022-12-31 | $1.1M | 13k | 84.80 |
2022-09-30 | $576k | 7.2k | 79.49 |
2022-06-30 | $554k | 6.6k | 83.83 |
2022-03-31 | $629k | 6.2k | 100.93 |
2021-12-31 | $739k | 6.9k | 106.99 |
2021-09-30 | $570k | 5.8k | 98.33 |
2021-06-30 | $550k | 5.6k | 98.73 |
2021-03-31 | $84k | 915 | 91.80 |
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