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iShares S&P 1500 Index Fund shares owned by Doliver Capital Advisors

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

Historical chart of Doliver Capital 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 Doliver Capital 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 Doliver Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.2M 50k 125.62
2024-06-30 $6.2M 52k 118.78
2024-03-31 $7.2M 63k 115.30
2023-12-31 $5.7M 54k 105.23
2023-09-30 $5.1M 54k 94.19
2023-06-30 $5.4M 55k 97.84
2023-03-31 $5.0M 55k 90.55
2022-12-31 $4.7M 55k 84.80
2022-09-30 $6.6M 83k 79.54
2022-06-30 $5.2M 62k 83.78
2022-03-31 $9.0M 89k 100.94
2021-03-31 $15M 166k 91.60
2020-12-31 $6.0M 70k 86.22
2020-09-30 $1.5M 19k 75.51
2020-06-30 $1.7M 24k 69.44
2020-03-31 $1.4M 21k 63.90
2019-12-31 $1.5M 20k 72.67
2019-09-30 $1.5M 22k 67.50