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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 1500 Index Fund held by Emerald Investment Partners 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 Emerald Investment Partners

Quarter filed Position value Share count Share price at filing
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