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iShares S&P 1500 Index Fund shares owned by Avalon Trust

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Avalon Trust from 13F filings

Historical chart of Avalon Trust 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 Avalon Trust 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 Avalon Trust

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.1M 7.8k 142.43
2025-03-31 $122k 1.0k 122.01
2024-12-31 $319k 2.5k 128.62
2024-09-30 $312k 2.5k 125.62