iShares S&P 1500 Index Fund shares owned by Kelly Financial Services
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Kelly Financial Services
from 13F filings
Historical chart of Kelly Financial Services investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Kelly Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $2.7M | 22k | 118.78 |
| 2024-03-31 | $2.5M | 22k | 115.30 |
| 2023-12-31 | $2.3M | 22k | 105.23 |
| 2023-09-30 | $2.1M | 22k | 94.19 |
| 2023-06-30 | $2.3M | 23k | 97.84 |
| 2023-03-31 | $6.4M | 70k | 90.55 |
| 2022-12-31 | $24M | 286k | 84.80 |
| 2022-09-30 | $39M | 487k | 79.54 |
| 2022-06-30 | $40M | 474k | 83.78 |
| 2022-03-31 | $39M | 383k | 100.94 |
| 2021-12-31 | $460k | 4.3k | 106.98 |
| 2020-12-31 | $42k | 491 | 86.22 |