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iShares S&P 1500 Index Fund shares owned by Ellsworth Advisors

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

Historical chart of Ellsworth 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 Ellsworth 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 Ellsworth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $321k 2.9k 112.25
2023-12-31 $301k 2.9k 105.24
2023-09-30 $267k 2.9k 93.57
2023-06-30 $279k 2.9k 97.84
2023-03-31 $260k 2.9k 90.55
2022-12-31 $250k 2.9k 87.19
2022-09-30 $248k 3.1k 79.67
2022-06-30 $261k 3.1k 83.84
2022-03-31 $309k 3.1k 99.26
2021-12-31 $333k 3.1k 106.97
2021-09-30 $306k 3.1k 98.30
2021-06-30 $307k 3.1k 98.62
2021-03-31 $285k 3.1k 91.55
2020-12-31 $274k 3.2k 86.08