iShares S&P 1500 Index Fund shares owned by Magnolia Capital Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Magnolia Capital Advisors
from 13F filings
Historical chart of Magnolia Capital Advisors investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Magnolia Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $1.5M | 914k | 1.67 |
| 2023-06-30 | $329k | 3.4k | 97.84 |
| 2023-03-31 | $304k | 3.4k | 90.55 |
| 2022-12-31 | $272k | 3.2k | 84.76 |
| 2022-09-30 | $255k | 3.2k | 79.46 |
| 2022-06-30 | $258k | 3.1k | 83.52 |
| 2022-03-31 | $315k | 3.1k | 101.03 |
| 2021-12-31 | $464k | 4.3k | 106.91 |
| 2021-09-30 | $430k | 4.4k | 98.42 |
| 2021-06-30 | $432k | 4.4k | 98.68 |
| 2020-12-31 | $1.4M | 16k | 86.21 |
| 2020-09-30 | $1.2M | 15k | 75.48 |
| 2020-06-30 | $1.4M | 21k | 69.42 |
| 2020-03-31 | $1.0M | 18k | 57.23 |
| 2019-12-31 | $1.1M | 15k | 72.67 |