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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 1500 Index Fund held by Clifford Swan Investment Counsel 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 Clifford Swan Investment Counsel

Quarter filed Position value Share count Share price at filing
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