iShares S&P 1500 Index Fund shares owned by Evernest Financial Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Evernest Financial Advisors
from 13F filings
Historical chart of Evernest Financial Advisors 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 Evernest Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 1500 Index Fund by Evernest Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 8.9k | 145.65 |
| 2025-06-30 | $306k | 2.3k | 135.04 |
| 2025-03-31 | $277k | 2.3k | 122.01 |
| 2024-12-31 | $292k | 2.3k | 128.62 |
| 2024-09-30 | $285k | 2.3k | 125.62 |
| 2024-06-30 | $356k | 3.0k | 118.78 |
| 2024-03-31 | $326k | 3.0k | 108.78 |
| 2023-12-31 | $316k | 3.0k | 105.23 |
More positions owned by Evernest Financial Advisors
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