iShares S&P 1500 Index Fund shares owned by GoalVest Advisory
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by GoalVest Advisory
from 13F filings
Historical chart of GoalVest Advisory investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by GoalVest Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $276k | 1.9k | 145.65 |
| 2025-06-30 | $256k | 1.9k | 135.04 |
| 2025-03-31 | $65k | 530 | 122.01 |
| 2024-12-31 | $68k | 530 | 128.62 |
| 2024-09-30 | $77k | 610 | 125.62 |
| 2024-06-30 | $73k | 610 | 118.78 |
| 2024-03-31 | $89k | 770 | 115.30 |
| 2023-12-31 | $81k | 770 | 105.23 |
| 2023-09-30 | $87k | 920 | 94.19 |
| 2023-06-30 | $86k | 947 | 90.81 |
| 2023-03-31 | $86k | 947 | 90.55 |
| 2022-12-31 | $104k | 1.2k | 84.80 |
| 2022-09-30 | $96k | 1.2k | 79.54 |
| 2022-06-30 | $107k | 1.3k | 84.59 |
| 2022-03-31 | $101k | 1.0k | 100.50 |
| 2021-06-30 | $99k | 1.0k | 98.51 |
| 2020-12-31 | $48k | 557 | 86.18 |