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iShares S&P 1500 Index Fund shares owned by Colton Groome Financial Advisors

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Colton Groome Financial Advisors from 13F filings

Historical chart of Colton Groome Financial 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 Colton Groome Financial Advisors 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 Colton Groome Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $302k 2.4k 125.62
2024-06-30 $286k 2.4k 118.78
2024-03-31 $277k 2.4k 115.30
2023-12-31 $253k 2.4k 105.23
2023-09-30 $226k 2.4k 94.19
2023-06-30 $235k 2.4k 97.84
2023-03-31 $218k 2.4k 90.55
2021-12-31 $320k 3.0k 106.92
2021-09-30 $305k 3.1k 98.39
2021-06-30 $404k 4.1k 98.87
2021-03-31 $390k 4.3k 91.59
2020-12-31 $367k 4.3k 86.19
2020-09-30 $396k 5.2k 75.53
2020-06-30 $354k 5.1k 69.43
2020-03-31 $301k 5.3k 57.22
2019-12-31 $396k 5.4k 72.75
2019-09-30 $379k 5.4k 69.75
2019-06-30 $348k 5.2k 66.68