iShares S&P 1500 Index Fund shares owned by Capital Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Capital Advisors
from 13F filings
Historical chart of Capital Advisors investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Capital 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 Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $774k | 5.3k | 145.64 |
| 2025-06-30 | $717k | 5.3k | 135.04 |
| 2025-03-31 | $648k | 5.3k | 122.01 |
| 2024-12-31 | $682k | 5.3k | 128.62 |
| 2024-09-30 | $666k | 5.3k | 125.62 |
| 2024-06-30 | $748k | 6.3k | 118.79 |
| 2024-03-31 | $610k | 5.3k | 115.29 |