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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

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Quarterly 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