iShares S&P 1500 Index Fund shares owned by Gradient Investments
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Gradient Investments
from 13F filings
Historical chart of Gradient Investments investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Gradient Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $228k | 1.8k | 128.66 |
| 2024-09-30 | $215k | 1.7k | 125.62 |
| 2024-06-30 | $202k | 1.7k | 118.79 |
| 2024-03-31 | $195k | 1.7k | 115.29 |
| 2023-12-31 | $174k | 1.6k | 105.23 |
| 2023-09-30 | $154k | 1.6k | 94.21 |
| 2023-06-30 | $160k | 1.6k | 97.86 |
| 2023-03-31 | $148k | 1.6k | 90.53 |
| 2022-12-31 | $138k | 1.6k | 84.78 |
| 2022-09-30 | $145k | 1.8k | 79.58 |
| 2022-06-30 | $30k | 364 | 82.42 |
| 2022-03-31 | $37k | 364 | 101.65 |
| 2021-12-31 | $39k | 364 | 107.14 |
| 2021-09-30 | $10k | 100 | 100.00 |
| 2021-06-30 | $15k | 151 | 99.34 |
| 2021-03-31 | $20k | 220 | 90.91 |
| 2020-12-31 | $33k | 434 | 76.04 |
| 2020-09-30 | $33k | 434 | 76.04 |
| 2020-06-30 | $30k | 434 | 69.12 |
| 2020-03-31 | $25k | 434 | 57.60 |
| 2019-12-31 | $47k | 640 | 73.44 |
| 2019-09-30 | $101k | 1.5k | 67.24 |
| 2019-06-30 | $19M | 290k | 66.63 |
| 2019-03-31 | $15M | 232k | 64.40 |
| 2018-12-31 | $48k | 842 | 57.01 |
| 2018-09-30 | $56k | 844 | 66.35 |
| 2018-06-30 | $53k | 842 | 62.95 |
| 2018-03-31 | $129k | 2.1k | 60.51 |
| 2017-12-31 | $179k | 2.9k | 61.20 |
| 2017-09-30 | $231k | 4.0k | 57.68 |
| 2017-06-30 | $205k | 3.7k | 55.36 |
| 2017-03-31 | $293k | 5.4k | 54.09 |
| 2016-12-31 | $301k | 5.9k | 51.23 |
| 2016-09-30 | $295k | 6.0k | 49.47 |
| 2016-06-30 | $306k | 3.2k | 95.15 |
| 2016-03-31 | $364k | 3.9k | 93.41 |
| 2015-12-31 | $435k | 4.7k | 92.89 |
| 2015-09-30 | $450k | 5.1k | 87.53 |
| 2015-06-30 | $612k | 6.5k | 94.37 |
| 2015-03-31 | $709k | 7.5k | 94.77 |
| 2014-12-31 | $819k | 8.7k | 93.88 |
| 2014-09-30 | $918k | 10k | 89.68 |
| 2014-06-30 | $1.0M | 11k | 89.63 |
| 2014-03-31 | $1.1M | 13k | 85.73 |
| 2013-12-31 | $1.3M | 15k | 84.59 |
| 2013-09-30 | $1.4M | 19k | 77.08 |
| 2013-06-30 | $2.3M | 32k | 73.23 |