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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

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Quarterly reported holdings in iShares S&P 1500 Index Fund by Evanson Asset Management

Quarter filed Position value Share count Share price at filing
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 $310k 3.7k 84.80
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