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iShares S&P 1500 Index Fund shares owned by Advisor OS

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

Historical chart of Advisor OS 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 Advisor OS 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 Advisor OS

Quarter filed Position value Share count Share price at filing
2023-12-31 $265k 2.5k 105.20
2023-09-30 $237k 2.5k 94.18
2023-06-30 $246k 2.5k 97.83
2023-03-31 $208k 2.3k 90.55
2022-03-31 $597k 5.9k 101.05
2021-12-31 $692k 6.5k 107.04
2021-09-30 $636k 6.5k 98.38
2021-06-30 $638k 6.5k 98.69
2021-03-31 $592k 6.5k 91.57