iShares S&P 1500 Index Fund shares owned by CFS Investment Advisory Services
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by CFS Investment Advisory Services
from 13F filings
Historical chart of CFS Investment Advisory Services 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 CFS Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 1500 Index Fund by CFS Investment Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.1M | 35k | 148.14 |
| 2025-06-30 | $4.7M | 35k | 135.03 |
| 2025-03-31 | $4.3M | 36k | 122.01 |
| 2024-12-31 | $3.9M | 31k | 128.62 |
| 2024-09-30 | $3.7M | 30k | 125.61 |
| 2024-06-30 | $3.4M | 28k | 118.76 |
| 2023-06-30 | $2.9M | 29k | 97.86 |
| 2022-06-30 | $2.8M | 34k | 83.79 |
| 2022-03-31 | $41k | 4.1M | 0.01 |
| 2021-12-31 | $4.2M | 42k | 100.31 |
| 2021-09-30 | $4.3M | 44k | 98.16 |
| 2020-12-31 | $3.9M | 45k | 86.22 |
More positions owned by CFS Investment Advisory Services
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