iShares S&P 1500 Index Fund shares owned by Cape Investment Advisory
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Cape Investment Advisory
from 13F filings
Historical chart of Cape Investment Advisory 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 Cape Investment Advisory 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 Cape Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $44k | 304 | 145.68 |
| 2025-06-30 | $56k | 412 | 134.99 |
| 2025-03-31 | $34k | 275 | 121.95 |
| 2024-12-31 | $34k | 266 | 128.83 |
| 2024-09-30 | $33k | 266 | 125.47 |
| 2024-06-30 | $32k | 265 | 118.74 |
| 2024-03-31 | $98k | 847 | 115.27 |
| 2023-12-31 | $89k | 846 | 105.26 |
| 2023-09-30 | $19k | 206 | 94.19 |
| 2023-06-30 | $41k | 423 | 97.78 |
| 2023-03-31 | $29k | 314 | 90.66 |