iShares S&P 1500 Index Fund shares owned by JSF Financial
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by JSF Financial
from 13F filings
Historical chart of JSF Financial investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by JSF Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.8M | 46k | 125.62 |
| 2024-06-30 | $5.7M | 48k | 118.78 |
| 2024-03-31 | $5.9M | 51k | 115.30 |
| 2023-09-30 | $5.4M | 57k | 94.19 |
| 2023-06-30 | $6.2M | 63k | 97.84 |
| 2023-03-31 | $6.0M | 66k | 90.55 |
| 2022-12-31 | $7.7M | 91k | 84.80 |
| 2022-09-30 | $7.0M | 88k | 79.54 |
| 2022-06-30 | $1.4M | 16k | 83.78 |
| 2022-03-31 | $1.5M | 15k | 100.92 |
| 2021-12-31 | $1.5M | 14k | 106.97 |
| 2021-09-30 | $1.4M | 14k | 98.37 |
| 2021-06-30 | $1.4M | 14k | 98.76 |
| 2021-03-31 | $1.4M | 16k | 91.59 |
| 2020-12-31 | $1.4M | 16k | 86.25 |
| 2020-09-30 | $1.3M | 17k | 75.48 |
| 2020-06-30 | $1.4M | 20k | 69.42 |
| 2020-03-31 | $1.1M | 19k | 57.23 |
| 2019-12-31 | $1.7M | 23k | 72.69 |
| 2019-09-30 | $1.7M | 26k | 67.05 |
| 2019-06-30 | $2.1M | 31k | 66.62 |
| 2019-03-31 | $1.8M | 28k | 64.39 |
| 2018-12-31 | $1.8M | 32k | 56.76 |