iShares S&P 1500 Index Fund shares owned by Lauterbach Financial Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Lauterbach Financial Advisors
from 13F filings
Historical chart of Lauterbach Financial Advisors investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Lauterbach Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.1M | 21k | 145.65 |
| 2025-06-30 | $2.8M | 21k | 135.04 |
| 2025-03-31 | $2.1M | 17k | 122.01 |
| 2024-12-31 | $2.1M | 17k | 128.62 |
| 2024-09-30 | $2.0M | 16k | 125.62 |
| 2024-06-30 | $1.7M | 15k | 116.76 |
| 2024-03-31 | $1.7M | 14k | 115.30 |
| 2023-12-31 | $1.3M | 13k | 105.23 |
| 2023-09-30 | $703k | 7.5k | 94.19 |
| 2023-06-30 | $730k | 7.5k | 97.84 |
| 2023-03-31 | $675k | 7.5k | 90.55 |
| 2022-12-31 | $577k | 6.8k | 84.80 |
| 2022-09-30 | $496k | 6.2k | 79.60 |
| 2022-06-30 | $501k | 6.0k | 83.75 |
| 2022-03-31 | $533k | 5.3k | 101.02 |
| 2021-12-31 | $485k | 4.5k | 106.97 |
More positions owned by Lauterbach Financial Advisors
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