iShares S&P 1500 Index Fund shares owned by Lodestar Private Asset Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Lodestar Private Asset Management
from 13F filings
Historical chart of Lodestar Private Asset Management investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Lodestar Private Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $514k | 3.5k | 145.63 |
| 2025-06-30 | $490k | 3.6k | 135.06 |
| 2025-03-31 | $484k | 4.0k | 122.01 |
| 2024-12-31 | $510k | 4.0k | 128.61 |
| 2024-09-30 | $473k | 3.8k | 125.63 |
| 2024-06-30 | $387k | 3.3k | 118.79 |
| 2024-03-31 | $388k | 3.4k | 115.30 |
| 2023-12-31 | $301k | 2.9k | 105.22 |
| 2023-09-30 | $268k | 2.8k | 94.19 |
| 2023-06-30 | $283k | 2.9k | 97.85 |
| 2023-03-31 | $281k | 3.1k | 90.54 |
| 2022-12-31 | $262k | 3.1k | 84.79 |
More positions owned by Lodestar Private Asset Management
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