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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 1500 Index Fund held by Lauterbach Financial Advisors 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 Lauterbach Financial Advisors

Quarter filed Position value Share count Share price at filing
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