iShares S&P 1500 Index Fund shares owned by Investment Advisory Group
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Investment Advisory Group
from 13F filings
Historical chart of Investment Advisory Group investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Investment Advisory Group 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 Investment Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.9M | 39k | 125.62 |
| 2024-06-30 | $4.7M | 39k | 118.78 |
| 2024-03-31 | $4.5M | 39k | 115.30 |
| 2023-12-31 | $4.1M | 39k | 105.23 |
| 2023-09-30 | $3.5M | 38k | 94.19 |
| 2023-06-30 | $3.7M | 38k | 97.84 |
| 2023-03-31 | $3.2M | 35k | 90.55 |
| 2022-12-31 | $2.9M | 35k | 84.80 |
| 2022-09-30 | $2.7M | 33k | 79.53 |
| 2022-06-30 | $2.9M | 35k | 83.68 |
| 2022-03-31 | $3.4M | 34k | 100.92 |
| 2021-12-31 | $3.4M | 34k | 100.76 |