iShares S&P 1500 Index Fund shares owned by Allen Capital Group
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Allen Capital Group
from 13F filings
Historical chart of Allen Capital Group 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 Allen Capital Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 1500 Index Fund by Allen Capital Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $278k | 1.9k | 145.65 |
| 2025-06-30 | $252k | 1.9k | 135.04 |
| 2025-03-31 | $232k | 1.9k | 122.01 |
| 2024-12-31 | $244k | 1.9k | 128.62 |
| 2024-09-30 | $239k | 1.9k | 125.62 |
| 2024-06-30 | $226k | 1.9k | 118.78 |
| 2024-03-31 | $219k | 1.9k | 115.30 |