iShares S&P 1500 Index Fund shares owned by CFG Asset Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by CFG Asset Management
from 13F filings
Historical chart of CFG Asset Management investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by CFG Asset Management 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 CFG Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $20k | 157 | 128.62 |
| 2024-09-30 | $20k | 157 | 125.62 |
| 2024-06-30 | $19k | 157 | 118.78 |
| 2024-03-31 | $18k | 157 | 115.30 |
| 2023-12-31 | $17k | 157 | 105.23 |
| 2023-09-30 | $15k | 157 | 94.19 |
| 2023-06-30 | $15k | 157 | 97.84 |
| 2023-03-31 | $14k | 157 | 90.55 |
| 2022-12-31 | $13k | 157 | 84.80 |