iShares S&P 1500 Index Fund shares owned by Advisory Alpha
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Advisory Alpha
from 13F filings
Historical chart of Advisory Alpha 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 Advisory Alpha consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 1500 Index Fund by Advisory Alpha
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $1.2M | 12k | 97.84 |
| 2023-03-31 | $1.1M | 12k | 90.55 |
| 2022-12-31 | $946k | 11k | 84.81 |
| 2022-09-30 | $916k | 12k | 79.57 |
| 2022-06-30 | $887k | 11k | 83.83 |
| 2022-03-31 | $1.0M | 10k | 100.93 |
| 2021-12-31 | $1.2M | 12k | 106.98 |
| 2021-09-30 | $1.2M | 12k | 98.39 |
| 2021-06-30 | $1.2M | 12k | 98.78 |
| 2021-03-31 | $1.3M | 14k | 91.59 |
| 2020-12-31 | $1.3M | 15k | 86.19 |
| 2020-09-30 | $1.2M | 16k | 77.23 |
| 2020-06-30 | $1.2M | 16k | 76.04 |
| 2020-03-31 | $1.2M | 20k | 61.84 |
| 2019-12-31 | $1.1M | 15k | 74.00 |
| 2019-09-30 | $1.2M | 18k | 65.79 |
| 2019-06-30 | $1.2M | 17k | 67.43 |
| 2019-03-31 | $1.0M | 16k | 65.37 |
| 2018-12-31 | $270k | 4.4k | 61.91 |
| 2018-09-30 | $0 | 0 | 0.00 |
| 2018-06-30 | $0 | 0 | 0.00 |
| 2017-09-30 | $74k | 1.3k | 59.11 |
| 2017-06-30 | $10k | 182 | 54.95 |
| 2017-03-31 | $10k | 182 | 54.95 |