iShares S&P 1500 Index Fund shares owned by LVZ Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by LVZ Advisors
from 13F filings
Historical chart of LVZ Advisors investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by LVZ Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.7M | 23k | 115.30 |
| 2023-12-31 | $2.7M | 25k | 105.23 |
| 2023-09-30 | $2.6M | 28k | 94.19 |
| 2023-06-30 | $2.6M | 26k | 97.84 |
| 2023-03-31 | $2.4M | 26k | 90.55 |
| 2022-12-31 | $2.6M | 31k | 84.80 |
| 2022-09-30 | $2.3M | 29k | 79.55 |
| 2022-06-30 | $2.5M | 29k | 83.77 |
| 2022-03-31 | $2.5M | 25k | 100.92 |
| 2021-12-31 | $2.6M | 24k | 106.96 |
| 2021-09-30 | $2.2M | 23k | 98.38 |
| 2021-06-30 | $2.2M | 22k | 98.76 |
| 2021-03-31 | $2.0M | 21k | 91.59 |
| 2020-12-31 | $2.4M | 27k | 86.21 |
| 2020-09-30 | $2.5M | 33k | 75.50 |
| 2020-06-30 | $2.4M | 34k | 69.45 |
| 2020-03-31 | $9.6M | 169k | 57.21 |
| 2019-12-31 | $1.6M | 23k | 72.68 |
| 2019-09-30 | $1.5M | 22k | 67.05 |
| 2019-06-30 | $1.5M | 22k | 66.64 |
| 2019-03-31 | $1.3M | 20k | 64.41 |
| 2018-12-31 | $2.4M | 43k | 56.77 |
| 2018-09-30 | $2.7M | 42k | 64.05 |
| 2018-06-30 | $3.1M | 49k | 62.53 |
| 2018-03-31 | $5.7M | 94k | 60.46 |
| 2017-12-31 | $5.6M | 91k | 61.14 |
| 2017-09-30 | $1.8M | 83k | 21.25 |
| 2017-06-30 | $1.4M | 25k | 55.41 |
| 2017-03-31 | $1.2M | 22k | 54.04 |
| 2016-12-31 | $1.7M | 34k | 51.29 |
| 2016-09-30 | $1.4M | 28k | 49.50 |
| 2016-06-30 | $1.4M | 15k | 95.26 |
| 2016-03-31 | $1.3M | 14k | 93.35 |
| 2015-12-31 | $574k | 6.2k | 92.81 |
| 2015-09-30 | $585k | 6.7k | 87.59 |
| 2015-06-30 | $1.4M | 15k | 97.23 |