iShares S&P 1500 Index Fund shares owned by Evanson Asset Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Evanson Asset Management
from 13F filings
Historical chart of Evanson Asset Management 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 Evanson Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 1500 Index Fund by Evanson Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $549k | 3.8k | 145.65 |
| 2025-06-30 | $509k | 3.8k | 135.04 |
| 2025-03-31 | $460k | 3.8k | 122.01 |
| 2024-12-31 | $457k | 3.6k | 128.62 |
| 2024-09-30 | $447k | 3.6k | 125.62 |
| 2024-06-30 | $422k | 3.6k | 118.78 |
| 2024-03-31 | $410k | 3.6k | 115.29 |
| 2023-12-31 | $374k | 3.6k | 105.22 |
| 2023-09-30 | $334k | 3.5k | 94.18 |
| 2023-06-30 | $372k | 3.8k | 97.83 |
| 2023-03-31 | $321k | 3.5k | 90.55 |
| 2022-12-31 | $291k | 3.7k | 79.54 |
| 2022-09-30 | $291k | 3.7k | 79.57 |
| 2022-06-30 | $306k | 3.7k | 83.68 |
| 2019-03-31 | $258k | 4.0k | 64.50 |
| 2016-06-30 | $411k | 4.3k | 95.14 |