iShares S&P 1500 Index Fund shares owned by Client 1st Advisory Group
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Client 1st Advisory Group
from 13F filings
Historical chart of Client 1st Advisory Group 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 Client 1st Advisory Group 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 Client 1st Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $827k | 5.7k | 145.65 |
| 2025-06-30 | $767k | 5.7k | 135.05 |
| 2025-03-31 | $693k | 5.7k | 122.02 |
| 2024-12-31 | $731k | 5.7k | 128.63 |