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iShares S&P 1500 Index Fund shares owned by L.m. Kohn & Company

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by L.m. Kohn & Company from 13F filings

Historical chart of L.m. Kohn & Company 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 L.m. Kohn & Company 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 L.m. Kohn & Company

Quarter filed Position value Share count Share price at filing
2024-03-31 $456k 4.0k 115.30
2023-12-31 $416k 4.0k 105.23
2023-09-30 $373k 4.0k 94.19
2023-06-30 $387k 4.0k 97.84
2023-03-31 $286k 3.2k 90.55
2022-12-31 $260k 3.1k 84.80