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iShares S&P 1500 Index Fund shares owned by Garrett Investment Advisors

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Garrett Investment Advisors from 13F filings

Historical chart of Garrett Investment Advisors 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 Garrett Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 1500 Index Fund by Garrett Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $785k 6.3k 125.62
2024-06-30 $422k 3.6k 118.78
2024-03-31 $325k 2.8k 115.30
2023-12-31 $303k 2.9k 105.23
2023-09-30 $276k 2.9k 94.19
2023-06-30 $234k 2.4k 97.84