iShares S&P 1500 Index Fund shares owned by Clifford Swan Investment Counsel
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Clifford Swan Investment Counsel
from 13F filings
Historical chart of Clifford Swan Investment Counsel investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Clifford Swan Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 9.2k | 145.65 |
| 2025-06-30 | $1.1M | 7.9k | 135.04 |
| 2025-03-31 | $959k | 7.9k | 122.01 |
| 2024-12-31 | $1.0M | 7.9k | 128.62 |
| 2024-09-30 | $965k | 7.7k | 125.62 |
| 2024-06-30 | $913k | 7.7k | 118.78 |
| 2024-03-31 | $886k | 7.7k | 115.30 |
| 2023-12-31 | $809k | 7.7k | 105.23 |
| 2023-09-30 | $724k | 7.7k | 94.19 |
| 2023-06-30 | $752k | 7.7k | 97.84 |
| 2023-03-31 | $696k | 7.7k | 90.55 |
| 2022-12-31 | $652k | 7.7k | 84.80 |
| 2022-09-30 | $611k | 7.7k | 79.53 |
| 2022-06-30 | $644k | 7.7k | 83.82 |
| 2022-03-31 | $776k | 7.7k | 101.00 |
| 2021-12-31 | $822k | 7.7k | 106.99 |
| 2021-09-30 | $810k | 7.7k | 105.43 |
| 2021-06-30 | $773k | 7.7k | 100.61 |
| 2021-03-31 | $704k | 7.7k | 91.63 |
| 2020-12-31 | $662k | 7.7k | 86.16 |
| 2020-09-30 | $779k | 10k | 75.53 |
| 2020-06-30 | $716k | 10k | 69.42 |
| 2020-03-31 | $590k | 10k | 57.20 |
| 2019-12-31 | $750k | 10k | 72.72 |
| 2019-09-30 | $692k | 10k | 67.09 |
| 2019-06-30 | $687k | 10k | 66.61 |
| 2019-03-31 | $664k | 10k | 64.38 |
More positions owned by Clifford Swan Investment Counsel
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