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iShares S&P 1500 Index Fund shares owned by Mb, Levis & Associates

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Mb, Levis & Associates from 13F filings

Historical chart of Mb, Levis & Associates 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 Mb, Levis & Associates 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 Mb, Levis & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $22k 152 145.26
2025-06-30 $20k 151 135.19
2025-03-31 $18k 151 121.78
2024-12-31 $19k 150 128.86
2024-09-30 $19k 150 125.40
2024-06-30 $18k 149 118.92
2024-03-31 $17k 149 115.11
2023-12-31 $16k 148 105.49
2023-09-30 $14k 147 94.19
2023-06-30 $14k 147 97.84
2023-03-31 $13k 147 90.55