iShares S&P 1500 Index Fund shares owned by Clear Point Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Clear Point Advisors
from 13F filings
Historical chart of Clear Point Advisors 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 Clear Point Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 1500 Index Fund by Clear Point Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $713k | 4.9k | 145.66 |
| 2025-06-30 | $667k | 4.9k | 135.03 |
| 2025-03-31 | $614k | 5.0k | 122.00 |
| 2024-12-31 | $665k | 5.2k | 128.62 |
| 2024-09-30 | $717k | 5.7k | 125.63 |
| 2024-06-30 | $639k | 5.4k | 118.78 |
| 2024-03-31 | $668k | 5.8k | 115.30 |
| 2023-12-31 | $610k | 5.8k | 105.70 |