iShares S&P 1500 Index Fund shares owned by Appleton Partners
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Appleton Partners
from 13F filings
Historical chart of Appleton Partners 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 Appleton Partners 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 Appleton Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $388k | 2.7k | 145.81 |
| 2025-06-30 | $374k | 2.8k | 134.97 |
| 2025-03-31 | $353k | 2.9k | 122.10 |