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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 1500 Index Fund held by Lodestar Private Asset Management 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 Lodestar Private Asset Management

Quarter filed Position value Share count Share price at filing
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