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iShares S&P 1500 Index Fund shares owned by Bristlecone Advisors

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

Historical chart of Bristlecone Advisors 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 Bristlecone Advisors 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 Bristlecone Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $567k 4.5k 125.62
2024-06-30 $361k 3.0k 118.78
2024-03-31 $350k 3.0k 115.30
2023-12-31 $320k 3.0k 105.23
2023-06-30 $117k 1.2k 97.84
2023-03-31 $108k 1.2k 90.55