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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

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Quarterly 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