iShares S&P 1500 Index Fund shares owned by FormulaFolio Investments
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by FormulaFolio Investments
from 13F filings
Historical chart of FormulaFolio Investments investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by FormulaFolio Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-06-30 | $219k | 2.2k | 98.92 |
| 2021-03-31 | $210k | 2.2k | 95.07 |
| 2020-12-31 | $47M | 541k | 86.22 |
| 2020-09-30 | $336k | 4.4k | 75.56 |
| 2020-06-30 | $249k | 3.6k | 69.46 |
| 2019-12-31 | $513k | 7.1k | 72.76 |
| 2019-09-30 | $524k | 7.8k | 67.02 |
| 2019-06-30 | $10M | 153k | 66.63 |
| 2019-03-31 | $11M | 168k | 64.40 |
| 2018-12-31 | $35M | 529k | 66.63 |
| 2018-09-30 | $35M | 529k | 66.63 |
| 2018-06-30 | $37M | 598k | 62.52 |
| 2018-03-31 | $36M | 588k | 60.46 |
| 2017-12-31 | $35M | 569k | 61.14 |
| 2017-09-30 | $35M | 608k | 57.63 |
| 2017-06-30 | $34M | 619k | 55.42 |
| 2017-03-31 | $31M | 575k | 54.03 |
| 2016-12-31 | $26M | 510k | 51.29 |
| 2016-09-30 | $13M | 257k | 49.53 |
| 2016-06-30 | $10M | 105k | 95.25 |
| 2016-03-31 | $9.1M | 97k | 93.36 |
| 2015-12-31 | $15M | 159k | 92.86 |
| 2015-09-30 | $8.9M | 102k | 87.60 |
| 2015-06-30 | $17M | 180k | 94.45 |
| 2015-03-31 | $5.0M | 52k | 94.74 |
| 2014-12-31 | $3.3M | 35k | 93.88 |