iShares S&P 1500 Index Fund shares owned by Epstein & White Financial
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Epstein & White Financial
from 13F filings
Historical chart of Epstein & White Financial investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Epstein & White Financial 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 Epstein & White Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-06-30 | $4.7M | 47k | 98.65 |
| 2021-03-31 | $4.6M | 50k | 91.67 |
| 2020-12-31 | $4.4M | 52k | 86.07 |
| 2020-09-30 | $4.0M | 53k | 75.60 |
| 2020-06-30 | $4.4M | 63k | 69.63 |
| 2020-03-31 | $3.4M | 60k | 57.27 |
| 2019-12-31 | $3.7M | 51k | 72.58 |
| 2019-09-30 | $3.0M | 45k | 67.05 |
| 2019-06-30 | $2.0M | 31k | 65.77 |
| 2019-03-31 | $1.4M | 22k | 64.02 |
| 2018-12-31 | $937k | 17k | 56.57 |
| 2018-09-30 | $953k | 14k | 66.46 |
| 2018-06-30 | $844k | 14k | 62.29 |
| 2018-03-31 | $818k | 14k | 60.69 |
| 2017-12-31 | $866k | 14k | 63.78 |