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iShares S&P 1500 Index Fund shares owned by Kestra Advisory Services

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Kestra Advisory Services from 13F filings

Historical chart of Kestra Advisory Services 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 Kestra Advisory Services 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 Kestra Advisory Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $37M 352k 105.23
2023-09-30 $33M 345k 94.19
2023-06-30 $29M 295k 97.84
2023-03-31 $28M 308k 90.55
2022-12-31 $28M 333k 84.80
2022-09-30 $25M 317k 79.54
2022-06-30 $44M 523k 83.78
2022-03-31 $37M 367k 100.94
2021-12-31 $38M 356k 106.98
2021-09-30 $32M 326k 98.38
2021-06-30 $32M 325k 98.76
2021-03-31 $31M 333k 91.60
2020-12-31 $33M 381k 85.87
2020-09-30 $25M 334k 75.35