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iShares S&P 1500 Index Fund shares owned by Jackson Thornton Asset Management

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

Historical chart of Jackson Thornton Asset Management 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 Jackson Thornton Asset Management 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 Jackson Thornton Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $680k 6.5k 105.23
2023-09-30 $575k 6.1k 94.19
2023-06-30 $592k 6.0k 97.84
2023-03-31 $501k 5.5k 90.55
2022-12-31 $399k 4.7k 85.08
2022-09-30 $589k 7.4k 79.52
2022-06-30 $212k 2.5k 83.60
2022-03-31 $380k 3.8k 100.85
2021-12-31 $375k 3.5k 107.08