iShares S&P 1500 Index Fund shares owned by Cypress Wealth Services
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Cypress Wealth Services
from 13F filings
Historical chart of Cypress Wealth Services 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 Cypress Wealth Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 1500 Index Fund by Cypress Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 8.3k | 145.65 |
| 2025-06-30 | $1.1M | 8.5k | 135.04 |
| 2025-03-31 | $1.1M | 8.8k | 122.01 |
| 2024-12-31 | $840k | 6.5k | 128.62 |
| 2024-09-30 | $820k | 6.5k | 125.62 |
| 2024-06-30 | $662k | 5.6k | 118.78 |
| 2024-03-31 | $647k | 5.6k | 115.30 |
| 2023-12-31 | $767k | 7.3k | 105.23 |
| 2023-09-30 | $726k | 7.7k | 94.19 |
| 2023-06-30 | $774k | 7.8k | 99.80 |
| 2023-03-31 | $702k | 7.8k | 90.55 |
| 2022-12-31 | $696k | 8.2k | 84.80 |
| 2022-09-30 | $663k | 8.2k | 80.78 |
| 2022-06-30 | $740k | 8.8k | 83.81 |
| 2022-03-31 | $1.0M | 10k | 100.91 |
| 2021-12-31 | $1.2M | 12k | 107.02 |
| 2021-09-30 | $1.2M | 13k | 98.37 |
| 2021-06-30 | $1.3M | 13k | 98.72 |
| 2021-03-31 | $2.0M | 22k | 91.61 |
| 2020-12-31 | $2.0M | 23k | 86.22 |
| 2020-09-30 | $1.9M | 26k | 75.50 |
| 2020-06-30 | $2.0M | 28k | 69.44 |
| 2020-03-31 | $3.6M | 64k | 57.20 |
| 2019-12-31 | $4.5M | 62k | 72.69 |
| 2019-09-30 | $2.4M | 36k | 67.07 |
| 2019-06-30 | $1.8M | 27k | 66.63 |
| 2019-03-31 | $1.0M | 16k | 64.40 |