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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 1500 Index Fund held by Magnolia Capital Advisors 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 Magnolia Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.9M 71k 125.62
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 1.2k 1000.00
2020-06-30 $1.4M 21k 69.42
2020-03-31 $1.0M 18k 57.23
2019-12-31 $1.1M 15k 72.67