iShares S&P 1500 Index Fund shares owned by LM Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by LM Advisors
from 13F filings
Historical chart of LM Advisors investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by LM 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 LM Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $275k | 1.9k | 145.66 |
| 2025-06-30 | $255k | 1.9k | 135.06 |
| 2025-03-31 | $230k | 1.9k | 121.82 |
| 2024-12-31 | $243k | 1.9k | 128.71 |
| 2024-09-30 | $237k | 1.9k | 125.53 |
| 2024-03-31 | $218k | 1.9k | 115.47 |
| 2023-12-31 | $199k | 1.9k | 105.23 |