Reilly Financial Advisors »

iShares S&P 1500 Index Fund shares owned by Reilly Financial Advisors

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

Historical chart of Reilly Financial Advisors 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 Reilly Financial Advisors 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 Reilly Financial Advisors

Quarter filed Position value Share count Share price at filing
2021-12-31 $232k 2.2k 107.21
2021-09-30 $214k 2.2k 98.17
2021-06-30 $211k 2.1k 98.69
2021-03-31 $206k 2.3k 91.56
2020-12-31 $194k 2.3k 86.22
2020-09-30 $170k 2.3k 75.56
2020-06-30 $167k 2.4k 69.58
2020-03-31 $137k 2.4k 57.08
2019-12-31 $305k 4.2k 72.67
2019-09-30 $281k 4.2k 66.95
2019-06-30 $160k 2.4k 66.67
2019-03-31 $81k 1.3k 64.80
2018-12-31 $3.0k 48 62.50
2018-09-30 $3.0k 48 62.50
2018-06-30 $3.0k 48 62.50
2018-03-31 $3.0k 48 62.50
2017-12-31 $3.0k 48 62.50
2017-09-30 $3.0k 48 62.50
2017-06-30 $3.0k 48 62.50