iShares S&P 1500 Index Fund shares owned by Apella Capital
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Apella Capital
from 13F filings
Historical chart of Apella Capital investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Apella Capital 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 Apella Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.3M | 35k | 124.51 |
| 2024-06-30 | $4.0M | 33k | 120.95 |
| 2024-03-31 | $3.9M | 34k | 114.40 |
| 2023-12-31 | $3.5M | 34k | 103.16 |
| 2023-09-30 | $2.3M | 24k | 94.19 |
| 2023-06-30 | $2.0M | 20k | 97.84 |
| 2022-12-31 | $1.2M | 15k | 84.80 |
| 2022-09-30 | $3.8M | 48k | 79.53 |
| 2022-06-30 | $2.1M | 25k | 83.77 |
| 2022-03-31 | $2.0M | 20k | 100.95 |
| 2021-12-31 | $430k | 4.0k | 106.86 |
| 2021-09-30 | $399k | 4.0k | 99.16 |
| 2021-06-30 | $422k | 4.3k | 98.81 |
| 2021-03-31 | $369k | 4.0k | 91.70 |
| 2020-12-31 | $347k | 4.0k | 86.23 |
| 2020-09-30 | $305k | 4.0k | 75.61 |
| 2020-06-30 | $279k | 4.0k | 69.33 |