iShares S&P 1500 Index Fund shares owned by Independent Financial Group
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Independent Financial Group
from 13F filings
Historical chart of Independent Financial Group investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Independent Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $14M | 97k | 142.43 |
| 2025-09-30 | $15M | 103k | 145.65 |
| 2025-06-30 | $12M | 89k | 135.04 |
| 2025-03-31 | $10M | 82k | 122.01 |
| 2024-12-31 | $9.9M | 77k | 128.62 |
| 2024-09-30 | $9.4M | 75k | 125.62 |
| 2024-06-30 | $8.4M | 71k | 118.78 |
| 2024-03-31 | $7.5M | 65k | 115.30 |
| 2023-12-31 | $6.1M | 58k | 105.23 |
| 2023-09-30 | $4.7M | 50k | 94.19 |
| 2023-06-30 | $3.5M | 36k | 97.84 |
| 2023-03-31 | $1.7M | 19k | 90.55 |
| 2022-12-31 | $1.8M | 21k | 84.80 |
| 2022-09-30 | $1.8M | 23k | 79.54 |
| 2022-06-30 | $1.7M | 20k | 83.78 |
| 2022-03-31 | $2.3M | 22k | 100.94 |
| 2021-12-31 | $2.3M | 21k | 106.98 |
| 2021-09-30 | $2.2M | 23k | 98.38 |
| 2021-06-30 | $2.1M | 21k | 98.76 |
| 2021-03-31 | $1.1M | 12k | 91.60 |
| 2020-12-31 | $896k | 10k | 86.22 |
| 2020-09-30 | $711k | 9.4k | 75.49 |
| 2020-06-30 | $772k | 11k | 69.44 |
| 2020-03-31 | $892k | 16k | 57.21 |
More positions owned by Independent Financial Group
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