iShares S&P 1500 Index Fund shares owned by Efficient Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Efficient Advisors
from 13F filings
Historical chart of Efficient 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 Efficient Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 1500 Index Fund by Efficient Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $398k | 3.2k | 125.63 |
| 2024-06-30 | $414k | 3.5k | 118.79 |
| 2024-03-31 | $470k | 4.1k | 115.31 |
| 2023-12-31 | $535k | 5.1k | 105.22 |
| 2023-09-30 | $497k | 5.3k | 94.19 |
| 2023-06-30 | $563k | 5.8k | 97.84 |
| 2023-03-31 | $497k | 5.5k | 90.55 |
| 2022-12-31 | $469k | 5.5k | 84.80 |
| 2022-09-30 | $436k | 5.5k | 79.61 |
| 2022-06-30 | $500k | 6.0k | 83.72 |
| 2022-03-31 | $609k | 6.0k | 101.00 |
| 2021-12-31 | $671k | 6.3k | 106.95 |
| 2021-09-30 | $673k | 6.8k | 98.31 |
| 2021-06-30 | $725k | 7.3k | 98.79 |
| 2021-03-31 | $738k | 8.1k | 91.56 |
| 2020-12-31 | $817k | 9.5k | 86.24 |
| 2020-09-30 | $870k | 12k | 75.50 |
| 2020-06-30 | $909k | 13k | 69.42 |
| 2020-03-31 | $751k | 13k | 57.23 |
| 2019-12-31 | $1.0M | 14k | 72.71 |
| 2019-09-30 | $1.0M | 15k | 67.05 |
| 2019-06-30 | $1.5M | 22k | 66.63 |
| 2019-03-31 | $1.5M | 24k | 64.40 |
| 2018-12-31 | $1.5M | 26k | 56.77 |
| 2018-09-30 | $1.8M | 28k | 66.61 |
| 2018-06-30 | $1.8M | 29k | 62.50 |
| 2018-03-31 | $1.8M | 30k | 60.46 |
| 2017-12-31 | $2.1M | 34k | 61.13 |
| 2017-09-30 | $2.2M | 38k | 57.62 |
| 2017-06-30 | $2.3M | 41k | 55.41 |
| 2017-03-31 | $2.4M | 44k | 54.03 |
| 2016-12-31 | $2.3M | 45k | 51.30 |
| 2016-09-30 | $2.3M | 47k | 49.53 |
| 2016-06-30 | $2.3M | 24k | 95.25 |
| 2016-03-31 | $2.4M | 26k | 93.34 |
| 2015-12-31 | $2.7M | 29k | 92.85 |
| 2015-09-30 | $2.7M | 31k | 87.61 |
| 2015-06-30 | $3.0M | 32k | 94.44 |
| 2015-03-31 | $3.2M | 34k | 94.73 |
| 2014-12-31 | $3.4M | 37k | 93.88 |
| 2014-09-30 | $3.6M | 40k | 89.70 |
| 2014-06-30 | $3.8M | 43k | 89.63 |
| 2014-03-31 | $4.0M | 47k | 85.77 |
| 2013-12-31 | $4.2M | 50k | 84.60 |
| 2013-09-30 | $4.1M | 53k | 77.10 |
| 2013-06-30 | $4.3M | 58k | 73.22 |