iShares S&P 1500 Index Fund shares owned by Baldrige Asset Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Baldrige Asset Management
from 13F filings
Historical chart of Baldrige Asset Management investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Baldrige Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-03-31 | $5.2M | 58k | 90.54 |
| 2022-12-31 | $4.8M | 56k | 84.81 |
| 2022-09-30 | $4.3M | 53k | 79.55 |
| 2022-06-30 | $4.4M | 52k | 83.78 |
| 2022-03-31 | $5.3M | 53k | 100.94 |
| 2021-12-31 | $6.3M | 58k | 106.98 |
| 2021-09-30 | $6.0M | 61k | 98.38 |
| 2021-06-30 | $6.1M | 62k | 98.77 |
| 2021-03-31 | $5.8M | 64k | 91.60 |
| 2020-12-31 | $5.4M | 63k | 86.22 |
| 2020-09-30 | $4.8M | 64k | 75.48 |
| 2020-06-30 | $4.4M | 63k | 69.43 |
| 2020-03-31 | $3.5M | 60k | 57.21 |
| 2019-12-31 | $5.5M | 75k | 72.69 |
| 2019-09-30 | $5.1M | 76k | 67.06 |
| 2019-06-30 | $4.8M | 72k | 66.63 |
| 2019-03-31 | $4.0M | 62k | 64.41 |