iShares S&P 1500 Index Fund shares owned by Mason Investment Advisory Services
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Mason Investment Advisory Services
from 13F filings
Historical chart of Mason Investment Advisory Services investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Mason Investment Advisory Services 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 Mason Investment Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $363k | 2.5k | 145.67 |
| 2025-06-30 | $337k | 2.5k | 135.06 |
| 2025-03-31 | $304k | 2.5k | 122.02 |
| 2024-12-31 | $288k | 2.2k | 128.60 |
| 2024-09-30 | $281k | 2.2k | 125.60 |
| 2024-06-30 | $268k | 2.3k | 118.76 |
| 2024-03-31 | $260k | 2.3k | 115.30 |
| 2023-09-30 | $229k | 2.4k | 94.19 |
| 2023-06-30 | $242k | 2.5k | 97.84 |
| 2023-03-31 | $224k | 2.5k | 90.55 |
| 2022-12-31 | $226k | 2.7k | 84.80 |
| 2022-09-30 | $212k | 2.7k | 79.54 |
| 2022-06-30 | $228k | 2.7k | 83.78 |
| 2022-03-31 | $275k | 2.7k | 100.94 |
| 2021-12-31 | $306k | 2.9k | 106.98 |
| 2021-09-30 | $282k | 2.9k | 98.38 |
| 2021-06-30 | $283k | 2.9k | 98.76 |
More positions owned by Mason Investment Advisory Services
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