iShares S&P 1500 Index Fund shares owned by Financial Consulate
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Financial Consulate
from 13F filings
Historical chart of Financial Consulate investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Financial Consulate
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 9.0k | 145.65 |
| 2025-06-30 | $1.2M | 9.0k | 135.04 |
| 2024-12-31 | $1.1M | 8.9k | 128.62 |
| 2024-06-30 | $1.4M | 11k | 118.78 |
| 2024-03-31 | $1.3M | 11k | 115.30 |
| 2023-12-31 | $1.2M | 11k | 105.23 |
| 2023-09-30 | $1.2M | 13k | 94.19 |
| 2023-06-30 | $1.3M | 13k | 97.84 |
| 2023-03-31 | $1.2M | 13k | 90.55 |
| 2022-12-31 | $1.1M | 13k | 84.80 |
| 2022-09-30 | $1.6M | 20k | 79.56 |
| 2022-06-30 | $1.6M | 20k | 83.80 |
| 2022-03-31 | $2.0M | 20k | 100.92 |
| 2021-12-31 | $2.1M | 20k | 107.00 |
| 2021-09-30 | $1.9M | 20k | 98.36 |
| 2021-06-30 | $1.9M | 20k | 98.77 |
| 2021-03-31 | $1.8M | 20k | 91.62 |
| 2020-12-31 | $1.7M | 20k | 86.20 |
| 2020-09-30 | $1.5M | 20k | 75.47 |
| 2020-06-30 | $1.4M | 20k | 69.44 |
| 2020-03-31 | $1.1M | 20k | 57.23 |
| 2019-12-31 | $1.4M | 20k | 72.71 |
| 2019-09-30 | $1.4M | 21k | 67.07 |
| 2019-06-30 | $1.5M | 23k | 66.62 |
| 2019-03-31 | $1.9M | 30k | 64.38 |
| 2018-12-31 | $1.7M | 30k | 56.77 |
| 2018-09-30 | $2.2M | 33k | 66.63 |
| 2018-06-30 | $2.2M | 36k | 62.53 |
| 2018-03-31 | $2.1M | 35k | 60.45 |
| 2017-12-31 | $2.2M | 35k | 61.13 |
| 2017-09-30 | $2.0M | 35k | 57.62 |
| 2017-06-30 | $2.2M | 40k | 55.43 |
| 2017-03-31 | $1.9M | 36k | 54.04 |
| 2016-12-31 | $1.8M | 35k | 51.29 |
| 2016-09-30 | $465k | 9.4k | 49.48 |
| 2016-06-30 | $706k | 7.4k | 95.20 |
| 2016-03-31 | $768k | 8.2k | 93.34 |
| 2015-12-31 | $762k | 8.2k | 92.85 |
| 2015-09-30 | $232k | 2.6k | 87.71 |
| 2015-06-30 | $236k | 2.5k | 94.48 |
| 2015-03-31 | $248k | 2.6k | 94.76 |