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iShares S&P 1500 Index Fund shares owned by Baker Avenue Asset Management

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Baker Avenue Asset Management from 13F filings

Historical chart of Baker Avenue Asset Management 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 Baker Avenue 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 Baker Avenue Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 7.6k 148.69
2025-09-30 $1.1M 7.7k 145.65
2025-06-30 $1.1M 7.8k 135.04
2023-09-30 $2.2k 23 94.17
2023-06-30 $2.3k 23 98.22
2023-03-31 $2.1k 23 90.57
2022-12-31 $385k 4.5k 84.80
2022-09-30 $588k 7.4k 79.48
2019-06-30 $347k 5.2k 66.48
2019-03-31 $366k 5.7k 64.26
2018-12-31 $323k 5.7k 56.71
2018-09-30 $251k 3.8k 66.70
2016-09-30 $352k 7.1k 49.59
2016-06-30 $826k 8.7k 95.22
2016-03-31 $1.4M 15k 93.34
2015-12-31 $1.3M 15k 92.87
2015-09-30 $593k 6.8k 87.53
2015-06-30 $898k 9.5k 94.48