iShares S&P 1500 Index Fund shares owned by Edge Capital Group
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Edge Capital Group
from 13F filings
Historical chart of Edge Capital Group investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Edge Capital Group 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 Edge Capital Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $685k | 7.3k | 94.19 |
| 2023-06-30 | $712k | 7.3k | 97.84 |
| 2023-03-31 | $659k | 7.3k | 90.55 |
| 2022-12-31 | $293k | 3.5k | 84.80 |
| 2022-09-30 | $275k | 3.5k | 79.64 |
| 2022-06-30 | $289k | 3.5k | 83.70 |
| 2022-03-31 | $369k | 3.7k | 100.99 |
| 2021-12-31 | $391k | 3.7k | 107.01 |
| 2021-09-30 | $359k | 3.7k | 98.25 |
| 2021-06-30 | $361k | 3.7k | 98.80 |
| 2021-03-31 | $306k | 3.3k | 91.64 |
| 2020-12-31 | $326k | 3.8k | 86.31 |
| 2020-09-30 | $269k | 3.6k | 75.46 |
| 2020-06-30 | $248k | 3.6k | 69.57 |
| 2020-03-31 | $3.9M | 68k | 57.21 |
| 2019-12-31 | $5.4M | 74k | 72.69 |
| 2019-09-30 | $5.0M | 74k | 67.07 |
| 2019-06-30 | $4.8M | 72k | 66.63 |
| 2019-03-31 | $4.1M | 63k | 64.41 |
| 2018-12-31 | $3.8M | 67k | 56.76 |