iShares S&P 1500 Index Fund shares owned by Keystone Financial Group
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Keystone Financial Group
from 13F filings
Historical chart of Keystone Financial Group investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Keystone Financial Group 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 Keystone Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.9M | 37k | 105.23 |
| 2023-09-30 | $21M | 220k | 94.19 |
| 2023-06-30 | $21M | 218k | 97.84 |
| 2022-12-31 | $17M | 201k | 84.80 |
| 2022-09-30 | $15M | 192k | 79.54 |
| 2022-06-30 | $16M | 196k | 83.78 |
| 2022-03-31 | $19M | 189k | 100.94 |
| 2021-12-31 | $19M | 179k | 106.98 |
| 2021-09-30 | $18M | 179k | 98.38 |
| 2021-06-30 | $18M | 180k | 98.76 |
| 2021-03-31 | $16M | 174k | 91.60 |
| 2020-12-31 | $14M | 167k | 86.22 |
| 2020-09-30 | $12M | 159k | 75.49 |
| 2020-06-30 | $11M | 158k | 69.44 |
| 2020-03-31 | $8.6M | 151k | 57.21 |
| 2019-12-31 | $8.8M | 121k | 72.69 |
| 2019-09-30 | $5.2M | 77k | 67.07 |
| 2019-06-30 | $2.8M | 42k | 66.62 |
| 2019-03-31 | $2.6M | 41k | 64.40 |
| 2018-12-31 | $2.2M | 40k | 56.77 |
| 2018-09-30 | $2.5M | 38k | 66.76 |
| 2018-06-30 | $2.2M | 35k | 62.71 |
| 2018-03-31 | $14M | 198k | 69.77 |