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iShares S&P 1500 Index Fund shares owned by Stonebridge Capital Advisors

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

Historical chart of Stonebridge Capital 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 Stonebridge Capital Advisors 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 Stonebridge Capital Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $606k 5.8k 105.23
2023-09-30 $542k 5.8k 94.19
2023-06-30 $563k 5.8k 97.84
2023-03-31 $521k 5.8k 90.55
2022-12-31 $505k 6.0k 84.80
2022-09-30 $529k 6.7k 79.53
2022-06-30 $580k 6.9k 83.80
2022-03-31 $783k 7.3k 106.95
2021-12-31 $783k 7.3k 106.95
2021-09-30 $740k 7.5k 98.44
2021-06-30 $75k 761 98.55
2021-03-31 $70k 761 91.98
2020-06-30 $7.0k 96 72.92
2019-06-30 $12k 183 65.57