iShares S&P 1500 Index Fund shares owned by Crestwood Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Crestwood Advisors
from 13F filings
Historical chart of Crestwood Advisors investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Crestwood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $48M | 379k | 125.62 |
| 2024-06-30 | $44M | 371k | 118.78 |
| 2024-03-31 | $40M | 351k | 115.30 |
| 2023-12-31 | $38M | 359k | 105.23 |
| 2023-09-30 | $34M | 358k | 94.19 |
| 2023-06-30 | $34M | 349k | 97.84 |
| 2023-03-31 | $24M | 263k | 90.55 |
| 2022-12-31 | $21M | 249k | 84.80 |
| 2022-09-30 | $19M | 240k | 79.54 |
| 2022-06-30 | $20M | 239k | 83.78 |
| 2022-03-31 | $21M | 210k | 100.94 |
| 2021-12-31 | $22M | 206k | 106.98 |
| 2021-09-30 | $20M | 202k | 98.38 |
| 2021-06-30 | $20M | 202k | 98.76 |
| 2021-03-31 | $18M | 199k | 91.60 |
| 2020-12-31 | $16M | 190k | 86.22 |
| 2020-09-30 | $14M | 184k | 75.49 |
| 2020-06-30 | $13M | 183k | 69.44 |
| 2020-03-31 | $8.5M | 148k | 57.21 |
| 2019-12-31 | $10M | 137k | 72.69 |
| 2019-09-30 | $8.8M | 132k | 67.07 |
| 2019-06-30 | $8.8M | 132k | 66.63 |
| 2019-03-31 | $8.1M | 125k | 64.40 |
| 2018-12-31 | $7.0M | 123k | 56.76 |
| 2018-09-30 | $8.1M | 122k | 66.63 |
| 2018-06-30 | $7.9M | 121k | 64.86 |
| 2018-03-31 | $7.4M | 123k | 60.46 |
| 2017-12-31 | $7.1M | 116k | 61.14 |
| 2017-09-30 | $6.7M | 117k | 57.63 |
| 2017-06-30 | $6.3M | 112k | 56.51 |
| 2017-03-31 | $6.2M | 116k | 54.03 |
| 2016-12-31 | $5.9M | 116k | 51.29 |
| 2016-09-30 | $5.6M | 113k | 49.53 |
| 2016-06-30 | $4.9M | 52k | 95.25 |
| 2016-03-31 | $4.3M | 47k | 93.36 |