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iShares S&P 1500 Index Fund shares owned by Larson Financial Group

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

Historical chart of Larson Financial Group 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 Larson 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 Larson Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $833k 5.7k 145.65
2025-06-30 $815k 6.0k 135.04
2025-03-31 $624k 5.1k 122.00
2024-12-31 $509k 4.0k 128.63
2024-09-30 $498k 4.0k 125.64
2024-06-30 $492k 4.1k 118.79
2024-03-31 $419k 3.6k 115.31
2023-12-31 $379k 3.6k 105.22
2023-09-30 $322k 3.4k 94.19
2023-06-30 $344k 3.5k 97.84
2023-03-31 $344k 3.8k 90.55
2022-12-31 $282k 3.3k 84.80
2022-09-30 $259k 3.3k 79.47
2022-06-30 $273k 3.3k 83.77
2022-03-31 $318k 3.1k 101.02
2021-12-31 $336k 3.1k 107.01
2021-09-30 $296k 3.0k 98.27
2021-06-30 $65k 656 99.09
2021-03-31 $57k 656 86.89
2020-12-31 $57k 656 86.89
2020-09-30 $50k 656 76.22
2019-12-31 $2.0k 34 58.82
2019-09-30 $1.0k 14 71.43