iShares S&P 1500 Index Fund shares owned by AdvicePeriod
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by AdvicePeriod
from 13F filings
Historical chart of AdvicePeriod 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 AdvicePeriod consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 1500 Index Fund by AdvicePeriod
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-06-30 | $34M | 344k | 98.81 |
| 2021-03-31 | $33M | 355k | 91.75 |
| 2020-12-31 | $31M | 363k | 86.22 |
| 2020-09-30 | $25M | 332k | 75.39 |
| 2020-06-30 | $25M | 1.7M | 14.32 |
| 2020-03-31 | $17M | 303k | 57.21 |
| 2019-12-31 | $4.9M | 67k | 72.72 |
| 2019-09-30 | $5.1M | 76k | 67.09 |
| 2019-06-30 | $4.6M | 69k | 66.65 |
| 2019-03-31 | $4.6M | 71k | 64.43 |
| 2018-12-31 | $1.7M | 31k | 56.82 |
| 2018-09-30 | $1.1M | 16k | 66.78 |
| 2018-06-30 | $919k | 15k | 62.54 |
| 2018-03-31 | $754k | 13k | 60.44 |
| 2017-12-31 | $667k | 11k | 61.14 |