iShares S&P 1500 Index Fund shares owned by Change Path
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Change Path
from 13F filings
Historical chart of Change Path investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Change Path
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 71k | 145.65 |
| 2025-06-30 | $9.8M | 73k | 135.04 |
| 2025-03-31 | $8.9M | 73k | 122.01 |
| 2024-12-31 | $9.8M | 76k | 128.62 |
| 2024-09-30 | $9.4M | 75k | 125.63 |
| 2024-06-30 | $6.4M | 54k | 118.78 |
| 2024-03-31 | $7.4M | 65k | 115.13 |
| 2023-12-31 | $5.2M | 49k | 105.22 |
| 2023-09-30 | $5.0M | 53k | 94.18 |
| 2023-06-30 | $3.5M | 41k | 83.73 |
| 2023-03-31 | $4.6M | 50k | 90.54 |
| 2022-12-31 | $3.9M | 47k | 84.89 |
| 2022-09-30 | $3.5M | 44k | 79.21 |
| 2022-06-30 | $3.3M | 40k | 83.59 |
| 2022-03-31 | $4.7M | 47k | 100.94 |
| 2021-12-31 | $6.6M | 62k | 106.98 |
| 2021-09-30 | $2.9M | 29k | 99.13 |
| 2021-06-30 | $2.4M | 24k | 100.00 |
| 2021-03-31 | $731k | 8.0k | 91.63 |
| 2020-12-31 | $283k | 3.3k | 86.18 |
| 2020-09-30 | $445k | 5.8k | 76.92 |
| 2020-06-30 | $347k | 5.0k | 69.53 |
| 2020-03-31 | $440k | 7.7k | 57.22 |
| 2019-12-31 | $483k | 6.6k | 72.66 |
| 2019-09-30 | $330k | 4.9k | 67.13 |