iShares S&P 1500 Index Fund shares owned by Emerald Investment Partners
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Emerald Investment Partners
from 13F filings
Historical chart of Emerald Investment Partners investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Emerald Investment Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 7.4k | 145.65 |
| 2025-06-30 | $1.4M | 10k | 135.04 |
| 2025-03-31 | $730k | 6.0k | 122.01 |
| 2024-12-31 | $893k | 6.9k | 128.62 |
| 2024-09-30 | $839k | 6.7k | 125.62 |
| 2024-06-30 | $788k | 6.6k | 118.78 |
| 2024-03-31 | $841k | 7.3k | 115.30 |
| 2023-12-31 | $738k | 7.0k | 105.23 |
| 2023-09-30 | $794k | 8.4k | 94.63 |
| 2023-06-30 | $1.5M | 15k | 97.84 |
| 2023-03-31 | $2.0M | 22k | 90.55 |
| 2022-12-31 | $874k | 10k | 84.80 |
| 2022-09-30 | $324k | 4.1k | 79.61 |
| 2022-06-30 | $323k | 3.9k | 83.90 |
| 2022-03-31 | $374k | 3.7k | 100.86 |
| 2021-12-31 | $332k | 3.1k | 106.86 |
| 2021-09-30 | $245k | 2.5k | 98.31 |
| 2021-06-30 | $7.2M | 73k | 98.77 |
| 2021-03-31 | $6.9M | 75k | 91.59 |
| 2020-12-31 | $5.7M | 67k | 86.23 |
| 2020-09-30 | $316k | 4.2k | 75.42 |
| 2020-06-30 | $316k | 4.6k | 69.44 |
| 2020-03-31 | $2.1M | 37k | 57.21 |
| 2019-12-31 | $3.0M | 41k | 72.69 |
| 2019-09-30 | $3.1M | 46k | 67.07 |
| 2019-06-30 | $2.6M | 39k | 66.62 |
| 2019-03-31 | $1.5M | 23k | 64.42 |
More positions owned by Emerald Investment Partners
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