iShares S&P 1500 Index Fund shares owned by Aveo Capital Partners
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Aveo Capital Partners
from 13F filings
Historical chart of Aveo Capital Partners investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Aveo Capital 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 Aveo Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $342k | 3.0k | 112.47 |
| 2023-12-31 | $314k | 3.0k | 105.24 |
| 2023-09-30 | $262k | 2.8k | 94.18 |
| 2023-06-30 | $272k | 2.8k | 97.83 |
| 2023-03-31 | $252k | 2.8k | 90.56 |
| 2022-12-31 | $236k | 2.8k | 84.80 |
| 2022-09-30 | $221k | 2.8k | 79.53 |
| 2022-06-30 | $233k | 2.8k | 83.87 |
| 2022-03-31 | $297k | 2.9k | 100.78 |
| 2021-12-31 | $315k | 2.9k | 106.89 |
| 2021-06-30 | $769k | 7.8k | 98.72 |
| 2020-03-31 | $443k | 7.7k | 57.18 |
| 2019-12-31 | $646k | 8.9k | 72.67 |
| 2019-09-30 | $622k | 8.9k | 69.55 |
| 2019-06-30 | $656k | 9.6k | 68.50 |
| 2019-03-31 | $616k | 9.6k | 64.35 |
| 2018-12-31 | $2.4M | 43k | 56.77 |
| 2018-09-30 | $2.7M | 43k | 62.72 |
| 2018-06-30 | $3.0M | 47k | 62.51 |
| 2018-03-31 | $6.2M | 103k | 60.46 |
| 2017-12-31 | $7.2M | 118k | 61.14 |
| 2017-09-30 | $6.8M | 118k | 57.63 |
| 2017-06-30 | $6.6M | 120k | 55.42 |
| 2017-03-31 | $6.5M | 121k | 54.03 |
| 2016-12-31 | $5.9M | 115k | 51.29 |