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iShares S&P 1500 Index Fund shares owned by Smithbridge Asset Management

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

Historical chart of Smithbridge Asset 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 Smithbridge Asset Management 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 Smithbridge Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $277k 2.4k 115.30
2023-12-31 $253k 2.4k 105.42
2023-09-30 $226k 2.4k 94.17
2023-06-30 $204k 2.4k 85.00
2023-03-31 $217k 2.4k 90.42
2022-12-31 $204k 2.4k 85.00
2022-06-30 $201k 2.4k 83.75
2022-03-31 $242k 2.4k 100.83
2021-12-31 $257k 2.4k 107.08
2021-09-30 $236k 2.4k 98.33
2021-06-30 $237k 2.4k 98.75
2021-03-31 $220k 2.4k 91.67
2020-12-31 $207k 2.4k 86.25
2020-06-30 $253k 3.6k 69.39
2020-03-31 $209k 3.6k 57.32
2019-12-31 $209k 2.9k 72.57