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iShares S&P 1500 Index Fund shares owned by Briggs Advisory Group

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

Historical chart of Briggs Advisory Group 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 Briggs Advisory Group 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 Briggs Advisory Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $26M 277k 94.19
2023-06-30 $26M 265k 97.84
2023-03-31 $23M 249k 90.55
2022-12-31 $20M 239k 84.80
2022-09-30 $20M 252k 79.54
2022-06-30 $19M 227k 83.78
2022-03-31 $16M 160k 100.94
2021-12-31 $10M 96k 106.98