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iShares S&P 1500 Index Fund shares owned by Magnus Financial Group

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Magnus Financial Group from 13F filings

Historical chart of Magnus Financial Group 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 Magnus Financial Group 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 Magnus Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $303k 2.1k 145.62
2025-06-30 $284k 2.1k 135.03
2025-03-31 $228k 1.9k 121.99
2024-12-31 $205k 1.6k 128.66
2024-06-30 $249k 2.1k 118.80
2024-03-31 $241k 2.1k 115.30