iShares S&P 1500 Index Fund shares owned by Aureus Asset Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Aureus Asset Management
from 13F filings
Historical chart of Aureus Asset Management investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Aureus Asset Management 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 Aureus Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $484k | 3.3k | 145.65 |
| 2025-06-30 | $449k | 3.3k | 135.04 |
| 2025-03-31 | $405k | 3.3k | 122.01 |
| 2024-12-31 | $427k | 3.3k | 128.62 |
| 2024-09-30 | $417k | 3.3k | 125.62 |
| 2024-06-30 | $439k | 3.7k | 118.78 |
| 2024-03-31 | $426k | 3.7k | 115.30 |
| 2023-12-31 | $419k | 4.0k | 105.23 |
| 2023-09-30 | $431k | 4.6k | 94.19 |
| 2023-06-30 | $447k | 4.6k | 97.84 |
| 2023-03-31 | $414k | 4.6k | 90.55 |
| 2022-12-31 | $388k | 4.6k | 84.80 |
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