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iShares S&P 1500 Index Fund shares owned by J. W. Coons Advisors

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by J. W. Coons Advisors from 13F filings

Historical chart of J. W. Coons Advisors investment in iShares S&P 1500 Index Fund

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All positions including iShares S&P 1500 Index Fund held by J. W. Coons Advisors 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 J. W. Coons Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $443k 3.5k 125.62
2024-06-30 $419k 3.5k 118.79
2024-03-31 $406k 3.5k 115.29
2023-12-31 $370k 3.5k 105.24
2023-09-30 $388k 4.1k 94.18
2023-06-30 $442k 4.5k 97.83
2023-03-31 $390k 4.3k 90.55
2022-12-31 $365k 4.3k 84.81
2022-09-30 $342k 4.3k 79.59
2022-06-30 $359k 4.3k 83.70
2022-03-31 $432k 4.3k 100.84
2021-12-31 $457k 4.3k 106.80
2021-09-30 $421k 4.3k 98.53
2021-06-30 $422k 4.3k 98.90
2021-03-31 $390k 4.3k 91.48
2020-12-31 $390k 4.5k 86.04
2020-09-30 $342k 4.5k 75.56
2020-06-30 $320k 4.6k 69.57
2020-03-31 $262k 4.6k 57.18