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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

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Quarterly 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