iShares S&P 1500 Index Fund shares owned by Lowe fs
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Lowe fs
from 13F filings
Historical chart of Lowe fs investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Lowe fs
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $41k | 281 | 145.65 |
| 2025-06-30 | $38k | 281 | 135.04 |
| 2025-03-31 | $34k | 281 | 122.01 |
| 2024-12-31 | $36k | 281 | 128.62 |
| 2024-09-30 | $35k | 281 | 125.62 |
| 2024-06-30 | $20k | 172 | 118.78 |
| 2024-03-31 | $20k | 172 | 115.30 |
| 2023-12-31 | $18k | 172 | 105.23 |
| 2023-09-30 | $15k | 161 | 94.19 |
| 2023-06-30 | $16k | 161 | 97.84 |
| 2023-03-31 | $15k | 161 | 90.55 |
| 2022-12-31 | $14k | 161 | 84.80 |
| 2022-09-30 | $13k | 161 | 80.75 |
| 2022-06-30 | $13k | 161 | 80.75 |
| 2022-03-31 | $16k | 161 | 99.38 |
| 2021-12-31 | $17k | 161 | 105.59 |
| 2021-09-30 | $16k | 161 | 99.38 |
| 2021-06-30 | $16k | 161 | 99.38 |
| 2021-03-31 | $15k | 161 | 93.17 |
| 2020-12-31 | $14k | 161 | 86.96 |
| 2020-09-30 | $12k | 161 | 74.53 |
| 2020-06-30 | $11k | 161 | 68.32 |
| 2020-03-31 | $9.0k | 161 | 55.90 |
| 2019-12-31 | $10k | 135 | 74.07 |
| 2019-09-30 | $9.0k | 135 | 66.67 |
| 2019-06-30 | $9.0k | 135 | 66.67 |
| 2019-03-31 | $8.0k | 135 | 59.26 |
| 2018-12-31 | $8.0k | 135 | 59.26 |
| 2018-09-30 | $9.0k | 135 | 66.67 |
| 2018-06-30 | $8.0k | 135 | 59.26 |
| 2018-03-31 | $8.0k | 135 | 59.26 |
| 2017-12-31 | $8.0k | 135 | 59.26 |
| 2017-09-30 | $8.0k | 135 | 59.26 |
| 2017-06-30 | $7.0k | 135 | 51.85 |
| 2017-03-31 | $7.0k | 135 | 51.85 |
| 2016-12-31 | $7.0k | 135 | 51.85 |
| 2016-09-30 | $7.0k | 135 | 51.85 |
| 2016-06-30 | $3.0k | 35 | 85.71 |
| 2016-03-31 | $3.0k | 35 | 85.71 |
| 2015-12-31 | $3.0k | 35 | 85.71 |
| 2015-09-30 | $3.0k | 35 | 85.71 |
| 2015-06-30 | $3.0k | 35 | 85.71 |
| 2015-03-31 | $3.0k | 35 | 85.71 |
| 2014-12-31 | $3.0k | 35 | 85.71 |