iShares S&P 1500 Index Fund shares owned by Financial Advisory Service
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Financial Advisory Service
from 13F filings
Historical chart of Financial Advisory Service investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Financial Advisory Service
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.0M | 42k | 145.65 |
| 2025-06-30 | $5.7M | 42k | 135.04 |
| 2025-03-31 | $5.0M | 41k | 122.01 |
| 2024-12-31 | $5.4M | 42k | 128.62 |
| 2024-09-30 | $5.4M | 43k | 125.62 |
| 2024-06-30 | $5.0M | 42k | 118.78 |
| 2024-03-31 | $4.9M | 43k | 115.30 |
| 2023-12-31 | $4.6M | 44k | 105.23 |
| 2023-09-30 | $4.1M | 44k | 94.19 |
| 2023-06-30 | $5.1M | 53k | 97.84 |
| 2023-03-31 | $4.8M | 53k | 90.55 |
| 2022-12-31 | $4.8M | 57k | 84.80 |
| 2022-09-30 | $4.8M | 60k | 79.55 |
| 2022-06-30 | $5.5M | 65k | 83.77 |
| 2022-03-31 | $6.6M | 65k | 100.95 |
| 2021-12-31 | $7.1M | 66k | 106.97 |
| 2021-09-30 | $6.6M | 67k | 98.38 |
| 2021-06-30 | $6.6M | 67k | 98.76 |
| 2021-03-31 | $6.5M | 71k | 91.60 |
| 2020-12-31 | $6.0M | 69k | 86.23 |
| 2020-09-30 | $6.2M | 82k | 75.49 |
| 2020-06-30 | $5.7M | 83k | 69.44 |
| 2020-03-31 | $3.3M | 58k | 57.20 |
| 2019-12-31 | $2.1M | 29k | 72.70 |
| 2019-09-30 | $1.9M | 29k | 67.07 |
| 2019-06-30 | $2.0M | 30k | 66.63 |
| 2019-03-31 | $1.7M | 26k | 64.41 |
| 2018-12-31 | $1.7M | 29k | 56.77 |
| 2016-12-31 | $200k | 3.9k | 51.27 |
| 2015-12-31 | $737k | 7.9k | 92.80 |
| 2015-09-30 | $800k | 9.1k | 87.56 |
| 2015-06-30 | $17M | 179k | 94.45 |
| 2015-03-31 | $18M | 185k | 94.73 |
| 2014-12-31 | $18M | 190k | 93.89 |
| 2014-09-30 | $18M | 198k | 89.69 |
| 2014-06-30 | $18M | 199k | 89.62 |
More positions owned by Financial Advisory Service
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