iShares S&P 1500 Index Fund shares owned by Gries Financial
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Gries Financial
from 13F filings
Historical chart of Gries Financial investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Gries Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $318k | 2.2k | 145.65 |
| 2025-06-30 | $3.0M | 22k | 135.04 |
| 2025-03-31 | $2.7M | 22k | 122.01 |
| 2024-12-31 | $2.8M | 22k | 128.62 |
| 2024-09-30 | $2.7M | 22k | 125.62 |
| 2024-06-30 | $2.6M | 22k | 118.78 |
| 2024-03-31 | $2.5M | 21k | 115.30 |
| 2023-09-30 | $3.6M | 38k | 94.19 |
| 2023-06-30 | $3.7M | 38k | 97.84 |
| 2023-03-31 | $3.4M | 38k | 90.55 |
| 2022-12-31 | $3.2M | 38k | 84.80 |
| 2022-09-30 | $3.0M | 38k | 79.55 |
| 2022-06-30 | $3.2M | 38k | 83.78 |
| 2022-03-31 | $3.9M | 38k | 100.94 |
| 2021-12-31 | $4.1M | 38k | 106.97 |
| 2021-09-30 | $3.7M | 38k | 98.38 |
| 2021-06-30 | $3.8M | 38k | 100.60 |
| 2021-03-31 | $3.6M | 38k | 93.96 |