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iShares S&P 1500 Index Fund shares owned by Headinvest

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

Historical chart of Headinvest 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 Headinvest 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 Headinvest

Quarter filed Position value Share count Share price at filing
2025-09-30 $317k 2.2k 145.65
2025-06-30 $286k 2.1k 135.04
2025-03-31 $259k 2.1k 122.01
2024-12-31 $260k 2.0k 128.62
2024-09-30 $240k 1.9k 125.62
2024-06-30 $225k 1.9k 118.78
2024-03-31 $213k 1.8k 115.30
2023-09-30 $163k 1.7k 94.03