iShares S&P 1500 Index Fund shares owned by Evoke Wealth
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Evoke Wealth
from 13F filings
Historical chart of Evoke Wealth investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Evoke Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 20k | 145.66 |
| 2025-06-30 | $2.6M | 20k | 135.04 |
| 2025-03-31 | $2.4M | 20k | 122.01 |
| 2024-12-31 | $2.5M | 20k | 128.62 |
| 2024-09-30 | $2.3M | 18k | 125.62 |
| 2024-03-31 | $2.1M | 18k | 115.30 |
| 2023-12-31 | $1.9M | 18k | 105.24 |
| 2023-09-30 | $8.4M | 89k | 94.28 |
| 2023-06-30 | $1.8M | 18k | 97.84 |
| 2023-03-31 | $1.6M | 18k | 90.55 |
| 2022-12-31 | $1.6M | 19k | 84.80 |
| 2022-09-30 | $1.5M | 19k | 79.56 |
| 2022-06-30 | $1.4M | 17k | 83.78 |
| 2022-03-31 | $1.8M | 18k | 100.92 |
| 2021-12-31 | $1.9M | 18k | 107.00 |
| 2021-09-30 | $1.7M | 18k | 98.36 |
| 2021-06-30 | $1.8M | 18k | 98.76 |
| 2021-03-31 | $1.3M | 14k | 91.58 |
| 2020-12-31 | $1.2M | 14k | 86.25 |
| 2020-09-30 | $1.0M | 13k | 75.46 |
| 2020-06-30 | $926k | 13k | 69.46 |
| 2020-03-31 | $712k | 13k | 57.21 |
| 2019-09-30 | $835k | 13k | 67.07 |