iShares S&P 1500 Index Fund shares owned by Sunbelt Securities
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Sunbelt Securities
from 13F filings
Historical chart of Sunbelt Securities investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Sunbelt Securities
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.6M | 31k | 115.30 |
| 2023-12-31 | $3.5M | 34k | 105.23 |
| 2023-09-30 | $3.1M | 33k | 94.19 |
| 2023-06-30 | $3.1M | 32k | 97.84 |
| 2023-03-31 | $2.7M | 31k | 89.20 |
| 2022-12-31 | $2.6M | 30k | 84.80 |
| 2022-09-30 | $2.3M | 30k | 79.54 |
| 2022-06-30 | $2.5M | 30k | 83.77 |
| 2022-03-31 | $4.1M | 40k | 102.48 |
| 2021-12-31 | $4.0M | 40k | 100.88 |
| 2021-09-30 | $4.4M | 45k | 98.64 |
| 2021-06-30 | $4.4M | 45k | 98.64 |
| 2021-03-31 | $3.6M | 39k | 91.59 |
| 2020-12-31 | $7.2M | 84k | 86.22 |
| 2020-09-30 | $5.9M | 79k | 75.49 |
| 2020-06-30 | $7.0M | 101k | 69.44 |
| 2020-03-31 | $11M | 185k | 57.21 |
| 2019-12-31 | $1.0M | 56k | 18.17 |
| 2019-09-30 | $3.6M | 53k | 67.08 |
| 2019-06-30 | $3.4M | 51k | 66.64 |
| 2019-03-31 | $3.2M | 50k | 64.40 |
| 2018-12-31 | $949k | 14k | 66.64 |
| 2018-09-30 | $949k | 14k | 66.64 |
| 2018-06-30 | $767k | 12k | 62.55 |
| 2018-03-31 | $614k | 10k | 60.50 |