iShares S&P 1500 Index Fund shares owned by KFA Private Wealth Group
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by KFA Private Wealth Group
from 13F filings
Historical chart of KFA Private Wealth Group investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by KFA Private Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.8M | 67k | 145.65 |
| 2025-06-30 | $9.1M | 67k | 135.04 |
| 2025-03-31 | $8.0M | 66k | 122.01 |
| 2024-12-31 | $8.8M | 68k | 128.62 |
| 2024-09-30 | $9.0M | 72k | 125.62 |
| 2024-06-30 | $11M | 95k | 118.78 |
| 2024-03-31 | $16M | 137k | 115.30 |
| 2023-12-31 | $14M | 131k | 105.23 |
| 2023-09-30 | $11M | 113k | 94.19 |
| 2023-06-30 | $11M | 108k | 97.84 |
| 2023-03-31 | $9.6M | 106k | 90.55 |
| 2022-12-31 | $8.6M | 101k | 84.80 |
| 2022-09-30 | $8.4M | 105k | 79.54 |
| 2022-06-30 | $8.6M | 103k | 83.78 |
| 2022-03-31 | $9.7M | 96k | 100.94 |
| 2021-12-31 | $9.8M | 92k | 106.98 |
| 2021-09-30 | $8.8M | 90k | 98.38 |
| 2021-06-30 | $8.5M | 86k | 98.76 |
| 2021-03-31 | $8.3M | 91k | 91.60 |
| 2020-12-31 | $7.4M | 85k | 86.21 |
| 2020-09-30 | $6.3M | 83k | 75.49 |
| 2020-06-30 | $3.8M | 55k | 69.44 |
| 2020-03-31 | $4.6M | 81k | 57.21 |
| 2019-12-31 | $5.7M | 79k | 72.69 |