iShares S&P 1500 Index Fund shares owned by Centerpoint Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Centerpoint Advisors
from 13F filings
Historical chart of Centerpoint Advisors investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Centerpoint Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.7M | 14k | 115.26 |
| 2023-12-31 | $1.4M | 13k | 105.22 |
| 2023-09-30 | $1.1M | 12k | 94.22 |
| 2023-06-30 | $1.1M | 12k | 97.83 |
| 2023-03-31 | $1.1M | 12k | 90.52 |
| 2022-12-31 | $992k | 12k | 84.79 |
| 2022-09-30 | $950k | 12k | 79.52 |
| 2022-06-30 | $983k | 12k | 83.82 |
| 2022-03-31 | $1.4M | 14k | 100.94 |
| 2021-12-31 | $1.5M | 14k | 106.99 |
| 2021-09-30 | $1.5M | 16k | 98.36 |
| 2021-06-30 | $1.5M | 15k | 98.77 |
| 2021-03-31 | $1.4M | 15k | 91.59 |
| 2020-12-31 | $1.2M | 14k | 86.23 |
| 2020-09-30 | $1.1M | 14k | 75.47 |
| 2020-06-30 | $1.3M | 19k | 69.45 |
| 2020-03-31 | $1.1M | 19k | 57.22 |
| 2019-12-31 | $1.4M | 20k | 72.71 |
| 2019-09-30 | $1.5M | 22k | 67.09 |
| 2019-06-30 | $1.5M | 22k | 66.64 |
| 2019-03-31 | $1.4M | 22k | 64.40 |
| 2018-12-31 | $1.2M | 21k | 56.76 |
| 2018-09-30 | $1.5M | 23k | 66.63 |
| 2018-06-30 | $1.6M | 25k | 62.53 |
| 2018-03-31 | $1.5M | 26k | 60.47 |
| 2017-12-31 | $1.7M | 28k | 61.13 |