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
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 1500 Index Fund held by Financial Perspectives consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 1500 Index Fund by Financial Perspectives
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |