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iShares S&P 1500 Index Fund shares owned by Beacon Investment Advisory Services

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Beacon Investment Advisory Services from 13F filings

Historical chart of Beacon Investment Advisory Services 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 Beacon Investment Advisory Services 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 Beacon Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $220k 1.5k 148.70
2018-12-31 $209k 3.7k 56.78
2018-09-30 $245k 3.7k 66.56
2017-09-30 $358k 6.2k 57.78