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iShares S&P 1500 Index Fund shares owned by Kovitz Investment Group Partners

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Kovitz Investment Group Partners from 13F filings

Historical chart of Kovitz Investment Group Partners 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 Kovitz Investment Group Partners 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 Kovitz Investment Group Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $43M 345k 124.83
2024-06-30 $29M 242k 118.78
2024-03-31 $27M 236k 115.30
2023-12-31 $28M 270k 105.23
2023-09-30 $26M 279k 94.19
2023-06-30 $29M 295k 97.84
2023-03-31 $21M 229k 90.55