iShares S&P 1500 Index Fund shares owned by Lee, Danner & Bass
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Lee, Danner & Bass
from 13F filings
Historical chart of Lee, Danner & Bass investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Lee, Danner & Bass 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 Lee, Danner & Bass
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $206k | 1.3k | 164.27 |
| 2024-12-31 | $90k | 700 | 128.62 |
| 2021-06-30 | $228k | 2.3k | 98.79 |
| 2021-03-31 | $211k | 2.3k | 91.42 |
| 2020-03-31 | $359k | 6.3k | 57.22 |