iShares S&P 1500 Index Fund shares owned by First Ascent Asset Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by First Ascent Asset Management
from 13F filings
Historical chart of First Ascent Asset Management investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by First Ascent Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $5.5M | 53k | 105.23 |
| 2023-09-30 | $4.4M | 47k | 94.19 |
| 2023-06-30 | $3.8M | 39k | 97.84 |
| 2023-03-31 | $2.4M | 27k | 90.55 |
| 2022-12-31 | $2.4M | 28k | 84.80 |
| 2022-09-30 | $2.7M | 34k | 79.53 |
| 2022-06-30 | $3.0M | 36k | 83.77 |
| 2022-03-31 | $3.7M | 37k | 100.93 |
| 2021-12-31 | $4.8M | 45k | 106.98 |
| 2021-09-30 | $4.3M | 43k | 98.39 |
| 2021-06-30 | $4.3M | 44k | 98.76 |
| 2021-03-31 | $4.5M | 49k | 91.60 |
| 2020-12-31 | $3.7M | 43k | 86.22 |
| 2020-09-30 | $2.8M | 37k | 75.50 |
| 2020-06-30 | $3.0M | 44k | 69.44 |
More positions owned by First Ascent Asset Management
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