iShares S&P 1500 Index Fund shares owned by Lantz Financial
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Lantz Financial
from 13F filings
Historical chart of Lantz Financial investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Lantz Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $316k | 2.5k | 125.63 |
| 2024-06-30 | $338k | 2.8k | 118.79 |
| 2024-03-31 | $328k | 2.8k | 115.30 |
| 2023-12-31 | $299k | 2.8k | 105.23 |
| 2023-09-30 | $268k | 2.8k | 94.19 |
| 2023-06-30 | $278k | 2.8k | 97.84 |
| 2023-03-31 | $244k | 2.7k | 90.55 |
| 2022-12-31 | $228k | 2.7k | 84.80 |
| 2022-09-30 | $202k | 2.5k | 79.68 |
| 2022-06-30 | $205k | 2.5k | 83.67 |
| 2022-03-31 | $278k | 2.8k | 100.83 |
| 2021-12-31 | $335k | 3.1k | 106.86 |
| 2021-09-30 | $308k | 3.1k | 98.25 |
| 2021-06-30 | $310k | 3.1k | 98.88 |
| 2021-03-31 | $287k | 3.1k | 91.55 |
| 2020-12-31 | $270k | 3.1k | 86.12 |
| 2020-09-30 | $237k | 3.1k | 75.60 |
| 2020-06-30 | $218k | 3.1k | 69.49 |
| 2020-03-31 | $278k | 4.9k | 57.24 |
| 2019-12-31 | $330k | 4.5k | 72.62 |
| 2019-09-30 | $264k | 4.1k | 65.14 |
| 2019-06-30 | $210k | 3.1k | 67.16 |
| 2019-03-31 | $201k | 3.1k | 64.28 |