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iShares S&P 1500 Index Fund shares owned by Cedar Brook Financial Partners

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Cedar Brook Financial Partners from 13F filings

Historical chart of Cedar Brook Financial Partners 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 Cedar Brook Financial Partners 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 Cedar Brook Financial Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.5M 73k 115.30
2023-12-31 $7.7M 73k 105.05
2023-09-30 $6.8M 72k 94.19
2023-06-30 $7.0M 72k 97.84
2023-03-31 $7.1M 78k 90.55
2022-12-31 $6.6M 78k 84.80
2022-09-30 $6.1M 77k 79.54
2022-06-30 $6.8M 82k 83.78
2022-03-31 $7.9M 78k 100.95
2021-12-31 $8.3M 78k 106.98
2021-09-30 $7.6M 77k 98.38
2021-06-30 $7.5M 76k 98.76
2021-03-31 $6.9M 75k 91.60
2020-12-31 $6.5M 75k 86.22
2020-09-30 $5.7M 75k 75.48
2020-06-30 $5.2M 75k 69.43
2020-03-31 $4.2M 74k 57.22
2019-12-31 $4.9M 68k 72.68
2019-09-30 $3.1M 46k 67.07
2019-03-31 $486k 7.5k 64.39