iShares S&P 1500 Index Fund shares owned by Chapin Davis
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Chapin Davis
from 13F filings
Historical chart of Chapin Davis investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Chapin Davis
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $810k | 5.6k | 145.65 |
| 2025-06-30 | $672k | 5.0k | 135.04 |
| 2025-03-31 | $607k | 5.0k | 122.01 |
| 2024-12-31 | $580k | 4.6k | 125.62 |
| 2024-09-30 | $580k | 4.6k | 125.62 |
| 2024-06-30 | $499k | 4.2k | 118.78 |
| 2024-03-31 | $491k | 4.3k | 115.30 |
| 2023-12-31 | $466k | 4.4k | 105.23 |
| 2023-09-30 | $439k | 4.7k | 94.19 |
| 2023-06-30 | $443k | 4.5k | 97.84 |
| 2023-03-31 | $401k | 4.4k | 90.55 |
| 2022-12-31 | $337k | 4.0k | 84.80 |