iShares S&P 1500 Index Fund shares owned by Capital Performance Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Capital Performance Advisors
from 13F filings
Historical chart of Capital Performance 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 Performance 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 Performance Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 9.3k | 145.65 |
| 2025-06-30 | $1.3M | 9.4k | 135.04 |
| 2025-03-31 | $1.1M | 8.9k | 122.01 |
| 2024-12-31 | $1.0M | 8.0k | 128.62 |
| 2024-09-30 | $307k | 2.4k | 125.62 |
| 2024-06-30 | $229k | 1.9k | 118.78 |
| 2024-03-31 | $208k | 1.8k | 115.30 |
| 2022-03-31 | $207k | 2.0k | 101.02 |
More positions owned by Capital Performance Advisors
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