iShares S&P 1500 Index Fund shares owned by Financial Perspectives
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Financial Perspectives
from 13F filings
Historical chart of Financial Perspectives investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Financial Perspectives
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $154k | 1.1k | 145.67 |
| 2025-06-30 | $143k | 1.1k | 135.00 |
| 2025-03-31 | $129k | 1.1k | 122.04 |
| 2024-12-31 | $135k | 1.1k | 128.59 |
| 2024-09-30 | $132k | 1.1k | 125.61 |
| 2024-06-30 | $125k | 1.0k | 118.79 |
| 2024-03-31 | $121k | 1.0k | 115.27 |
| 2023-12-31 | $101k | 963 | 105.27 |
| 2023-09-30 | $90k | 960 | 94.15 |
| 2023-06-30 | $94k | 960 | 97.80 |
| 2023-03-31 | $87k | 958 | 90.59 |
| 2022-12-31 | $76k | 897 | 84.78 |
| 2022-09-30 | $71k | 893 | 79.56 |
| 2022-06-30 | $75k | 890 | 83.73 |
| 2022-03-31 | $90k | 887 | 100.95 |
| 2021-12-31 | $94k | 875 | 106.94 |
| 2021-09-30 | $80k | 808 | 98.35 |
| 2021-06-30 | $80k | 805 | 98.77 |
| 2021-03-31 | $464k | 43k | 10.91 |
| 2020-12-31 | $37k | 429 | 86.22 |
| 2020-09-30 | $32k | 421 | 75.57 |
| 2020-06-30 | $29k | 420 | 69.38 |
| 2020-03-31 | $22k | 389 | 57.23 |
| 2019-12-31 | $28k | 387 | 72.74 |