iShares S&P 1500 Index Fund shares owned by Elm Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Elm Advisors
from 13F filings
Historical chart of Elm Advisors investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Elm Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-03-31 | $776k | 7.7k | 100.90 |
| 2021-12-31 | $823k | 7.7k | 107.01 |
| 2021-09-30 | $729k | 7.4k | 98.37 |
| 2021-06-30 | $732k | 7.4k | 98.77 |
| 2021-03-31 | $679k | 7.4k | 91.62 |
| 2020-12-31 | $671k | 7.8k | 86.24 |
| 2020-09-30 | $587k | 7.8k | 75.44 |
| 2020-06-30 | $538k | 7.7k | 69.47 |
| 2020-03-31 | $443k | 7.7k | 57.25 |
| 2019-12-31 | $716k | 9.9k | 72.67 |
| 2019-09-30 | $662k | 9.9k | 67.08 |
| 2019-06-30 | $656k | 9.8k | 66.64 |
| 2019-03-31 | $630k | 9.8k | 64.45 |
| 2018-12-31 | $553k | 9.7k | 56.81 |