iShares S&P 1500 Index Fund shares owned by AI Financial Services
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by AI Financial Services
from 13F filings
Historical chart of AI Financial Services investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by AI Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.4M | 57k | 146.17 |
| 2025-06-30 | $7.5M | 55k | 135.04 |
| 2025-03-31 | $6.7M | 55k | 122.01 |
| 2024-12-31 | $7.2M | 56k | 128.62 |
| 2019-09-30 | $2.9M | 44k | 67.06 |
| 2019-06-30 | $2.7M | 41k | 66.64 |
| 2019-03-31 | $2.5M | 40k | 64.39 |
| 2018-12-31 | $2.2M | 39k | 56.76 |
| 2018-06-30 | $2.7M | 43k | 62.53 |
| 2018-03-31 | $2.6M | 43k | 60.47 |
| 2017-12-31 | $2.6M | 42k | 61.14 |