iShares S&P 1500 Index Fund shares owned by Advus Financial Partners
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Advus Financial Partners
from 13F filings
Historical chart of Advus Financial Partners investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Advus Financial Partners 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 Advus Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $33M | 200k | 164.27 |
| 2026-03-31 | $29M | 207k | 142.43 |
| 2025-12-31 | $36M | 244k | 148.69 |
| 2025-09-30 | $35M | 239k | 145.65 |
| 2025-06-30 | $33M | 245k | 135.04 |
| 2025-03-31 | $30M | 247k | 122.01 |
| 2024-12-31 | $32M | 251k | 128.62 |
| 2024-09-30 | $32M | 256k | 125.62 |
| 2024-06-30 | $30M | 256k | 118.78 |
| 2024-03-31 | $30M | 256k | 115.30 |
| 2023-12-31 | $26M | 250k | 105.23 |
| 2023-09-30 | $23M | 240k | 94.19 |
| 2023-06-30 | $19M | 197k | 97.84 |
| 2023-03-31 | $14M | 157k | 90.55 |
| 2022-12-31 | $1.9M | 23k | 84.80 |
| 2022-09-30 | $1.6M | 21k | 79.54 |
| 2022-06-30 | $1.6M | 20k | 83.78 |
| 2022-03-31 | $2.4M | 24k | 100.94 |
| 2021-09-30 | $2.6M | 24k | 106.98 |