iShares S&P 1500 Index Fund shares owned by Independent Advisor Alliance
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Independent Advisor Alliance
from 13F filings
Historical chart of Independent Advisor Alliance investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Independent Advisor Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $243k | 2.1k | 115.29 |
| 2023-12-31 | $4.1M | 39k | 105.23 |
| 2023-09-30 | $3.6M | 38k | 94.19 |
| 2023-06-30 | $3.8M | 39k | 97.84 |
| 2023-03-31 | $4.8M | 53k | 90.55 |
| 2022-12-31 | $4.4M | 52k | 84.80 |
| 2022-09-30 | $5.2M | 65k | 79.54 |
| 2022-06-30 | $5.4M | 65k | 83.78 |
| 2022-03-31 | $6.2M | 62k | 100.94 |
| 2021-12-31 | $1.8M | 16k | 106.98 |
| 2019-12-31 | $1.8M | 25k | 72.71 |
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