iShares S&P 1500 Index Fund shares owned by Alpha Cubed Investments
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Alpha Cubed Investments
from 13F filings
Historical chart of Alpha Cubed Investments investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Alpha Cubed Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $351k | 2.4k | 148.69 |
| 2025-09-30 | $273k | 1.9k | 145.65 |
| 2025-06-30 | $253k | 1.9k | 135.04 |
| 2025-03-31 | $440k | 3.6k | 122.02 |
| 2024-12-31 | $392k | 3.0k | 128.62 |
| 2024-09-30 | $595k | 4.7k | 125.62 |
| 2024-06-30 | $576k | 4.9k | 118.78 |
| 2024-03-31 | $885k | 7.7k | 115.30 |
| 2023-12-31 | $706k | 6.7k | 105.23 |
| 2023-09-30 | $881k | 9.3k | 94.19 |
| 2023-06-30 | $991k | 10k | 97.84 |
| 2023-03-31 | $888k | 9.8k | 90.55 |
| 2022-12-31 | $822k | 9.7k | 84.80 |
| 2022-09-30 | $809k | 10k | 79.59 |
| 2022-06-30 | $852k | 10k | 83.82 |
| 2022-03-31 | $1.6M | 16k | 100.96 |
| 2021-12-31 | $1.1M | 11k | 106.95 |
| 2021-09-30 | $1.2M | 12k | 98.40 |
| 2021-06-30 | $1.4M | 15k | 98.78 |
| 2021-03-31 | $571k | 6.2k | 91.54 |
| 2020-12-31 | $689k | 8.0k | 86.24 |
| 2020-09-30 | $643k | 8.5k | 75.49 |
| 2020-06-30 | $900k | 13k | 69.46 |
| 2020-03-31 | $735k | 13k | 57.20 |
| 2019-12-31 | $1.3M | 18k | 72.67 |
| 2019-09-30 | $1.6M | 24k | 67.09 |
| 2019-06-30 | $1.7M | 25k | 66.62 |
| 2019-03-31 | $396k | 6.1k | 64.45 |
| 2018-12-31 | $245k | 4.3k | 56.69 |
| 2018-09-30 | $294k | 4.7k | 63.06 |
| 2018-06-30 | $289k | 4.6k | 62.46 |