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iShares S&P 1500 Index Fund shares owned by Matrix Private Capital Group

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

Historical chart of Matrix Private Capital 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 Matrix Private Capital 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 Matrix Private Capital Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $17k 181 94.58
2023-06-30 $17k 178 97.72
2023-03-31 $15k 165 90.69
2022-12-31 $12k 146 84.84
2022-09-30 $11k 144 76.39
2022-06-30 $12k 142 84.51
2022-03-31 $14k 141 99.29
2021-12-31 $14k 129 108.53
2021-09-30 $13k 129 100.78
2021-06-30 $13k 128 101.56
2021-03-31 $12k 128 93.75