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
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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 |
|---|---|---|---|
| 2025-09-30 | $5.0M | 34k | 145.65 |
| 2025-06-30 | $4.6M | 34k | 135.04 |
| 2025-03-31 | $4.4M | 37k | 122.01 |
| 2024-12-31 | $5.1M | 39k | 128.62 |
| 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 |