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iShares S&P 1500 Index Fund shares owned by Capital Investment Counsel

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

Historical chart of Capital Investment Counsel 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 Capital Investment Counsel 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 Investment Counsel

Quarter filed Position value Share count Share price at filing
2025-12-31 $51k 342 148.69
2025-06-30 $46k 342 135.04
2022-06-30 $69k 825 83.64
2022-03-31 $83k 825 100.61
2021-09-30 $81k 825 98.18
2021-06-30 $123k 1.3k 98.40
2021-03-31 $115k 1.3k 92.00
2020-12-31 $108k 1.3k 86.40
2020-09-30 $94k 1.3k 75.20
2020-06-30 $87k 1.3k 69.60
2020-03-31 $72k 1.3k 57.60
2019-12-31 $91k 1.3k 72.80
2019-09-30 $84k 1.3k 67.20
2019-06-30 $83k 1.3k 66.40
2019-03-31 $81k 1.3k 64.80