iShares S&P 1500 Index Fund shares owned by Diversify Advisory Services
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Diversify Advisory Services
from 13F filings
Historical chart of Diversify Advisory 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 Diversify Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 1500 Index Fund by Diversify Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 19k | 149.12 |
| 2025-06-30 | $2.7M | 19k | 140.40 |
| 2025-03-31 | $672k | 5.6k | 120.93 |
| 2024-12-31 | $657k | 5.2k | 127.47 |
| 2024-09-30 | $776k | 6.1k | 127.64 |
| 2024-06-30 | $927k | 7.7k | 120.95 |
| 2024-03-31 | $990k | 8.6k | 115.03 |
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