iShares S&P 1500 Index Fund shares owned by Guidance Point Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Guidance Point Advisors
from 13F filings
Historical chart of Guidance Point Advisors investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Guidance Point Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.6M | 15k | 105.23 |
| 2023-09-30 | $1.4M | 15k | 94.19 |
| 2023-06-30 | $1.5M | 15k | 97.84 |
| 2023-03-31 | $1.4M | 15k | 90.55 |
| 2022-12-31 | $1.3M | 15k | 84.80 |
| 2022-09-30 | $1.2M | 15k | 79.50 |
| 2022-06-30 | $1.3M | 15k | 83.76 |
| 2022-03-31 | $1.5M | 15k | 100.90 |
| 2021-12-31 | $1.6M | 15k | 106.92 |
| 2021-09-30 | $1.5M | 15k | 98.37 |
| 2021-06-30 | $1.5M | 15k | 98.71 |
| 2021-03-31 | $1.4M | 15k | 91.59 |
| 2020-12-31 | $1.3M | 15k | 86.17 |
| 2020-09-30 | $1.2M | 15k | 75.46 |
| 2020-06-30 | $1.1M | 15k | 69.39 |
| 2020-03-31 | $875k | 15k | 57.17 |
| 2018-12-31 | $984k | 7.4k | 133.37 |