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iShares S&P 1500 Index Fund shares owned by Davidson Investment Advisors

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

Historical chart of Davidson Investment 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 Davidson Investment 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 Davidson Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.3M 50k 145.65
2025-06-30 $6.8M 51k 135.04
2025-03-31 $6.2M 51k 122.01
2024-12-31 $6.2M 48k 128.62
2024-09-30 $6.0M 48k 125.62
2020-03-31 $998k 17k 57.20
2019-12-31 $1.4M 20k 72.71
2019-09-30 $1.3M 20k 67.05
2019-06-30 $1.3M 20k 66.61
2019-03-31 $1.0M 16k 64.41
2018-12-31 $949k 17k 56.78
2018-09-30 $1.1M 17k 66.63
2018-06-30 $978k 16k 62.54
2018-03-31 $894k 15k 60.47
2017-12-31 $649k 11k 61.16
2017-09-30 $290k 5.0k 57.48
2017-06-30 $520k 9.4k 55.42
2017-03-31 $300k 5.6k 54.02
2016-12-31 $152k 3.0k 51.28