iShares S&P 1500 Index Fund shares owned by Carl P. Sherr & Co
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Carl P. Sherr & Co
from 13F filings
Historical chart of Carl P. Sherr & Co investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Carl P. Sherr & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $617k | 4.2k | 145.66 |
| 2025-06-30 | $572k | 4.2k | 135.05 |
| 2025-03-31 | $517k | 4.2k | 122.02 |
| 2024-12-31 | $545k | 4.2k | 128.63 |
| 2024-09-30 | $480k | 3.8k | 125.61 |
| 2024-06-30 | $454k | 3.8k | 118.77 |
| 2024-03-31 | $441k | 3.8k | 115.29 |
| 2023-12-31 | $418k | 4.0k | 105.22 |
| 2023-09-30 | $292k | 3.1k | 94.19 |
| 2023-06-30 | $309k | 3.2k | 97.84 |
| 2023-03-31 | $286k | 3.2k | 90.55 |
| 2022-12-31 | $268k | 3.2k | 84.80 |
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