iShares S&P 1500 Index Fund shares owned by Disciplined Investments
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Disciplined Investments
from 13F filings
Historical chart of Disciplined Investments investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Disciplined Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $287k | 2.0k | 145.65 |
| 2025-06-30 | $464k | 3.4k | 135.04 |
| 2025-03-31 | $497k | 4.1k | 122.01 |
| 2024-12-31 | $532k | 4.1k | 128.62 |
| 2023-06-30 | $78k | 792 | 97.84 |
| 2023-03-31 | $53k | 587 | 90.55 |
| 2022-12-31 | $50k | 587 | 84.80 |
| 2022-09-30 | $47k | 587 | 80.07 |
| 2022-06-30 | $49k | 587 | 83.48 |
| 2022-03-31 | $51k | 510 | 100.00 |
| 2021-12-31 | $69k | 645 | 106.98 |
| 2021-09-30 | $65k | 661 | 98.34 |
| 2021-06-30 | $65k | 661 | 98.34 |
| 2021-03-31 | $61k | 671 | 90.91 |
| 2020-12-31 | $26k | 298 | 87.25 |
| 2020-09-30 | $22k | 298 | 73.83 |
| 2020-06-30 | $21k | 298 | 70.47 |
| 2020-03-31 | $17k | 298 | 57.05 |
| 2019-12-31 | $22k | 298 | 73.83 |