iShares S&P 1500 Index Fund shares owned by Level Financial Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Level Financial Advisors
from 13F filings
Historical chart of Level Financial Advisors investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Level 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 Level Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $483k | 3.3k | 145.65 |
| 2025-06-30 | $447k | 3.3k | 135.05 |
| 2025-03-31 | $404k | 3.3k | 122.00 |
| 2024-12-31 | $426k | 3.3k | 128.62 |
| 2024-09-30 | $343k | 2.7k | 125.62 |
| 2024-06-30 | $325k | 2.7k | 118.78 |
| 2024-03-31 | $315k | 2.7k | 115.30 |
| 2023-12-31 | $288k | 2.7k | 105.23 |
| 2023-09-30 | $257k | 2.7k | 94.19 |
| 2023-06-30 | $267k | 2.7k | 97.84 |
| 2023-03-31 | $248k | 2.7k | 90.55 |
| 2022-12-31 | $232k | 2.7k | 84.89 |
| 2022-09-30 | $256k | 3.2k | 79.68 |
| 2022-06-30 | $324k | 3.2k | 100.84 |
| 2022-03-31 | $324k | 3.2k | 100.84 |
| 2021-12-31 | $344k | 3.2k | 107.07 |