iShares S&P 1500 Index Fund shares owned by MBA Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by MBA Advisors
from 13F filings
Historical chart of MBA Advisors investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by MBA 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 MBA Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.7M | 39k | 145.65 |
| 2025-06-30 | $5.3M | 40k | 135.04 |
| 2025-03-31 | $4.9M | 40k | 122.01 |
| 2024-12-31 | $5.2M | 41k | 128.62 |
| 2024-09-30 | $5.1M | 40k | 125.62 |
| 2024-06-30 | $8.3M | 70k | 118.78 |
| 2024-03-31 | $8.7M | 76k | 115.30 |
| 2023-12-31 | $8.3M | 79k | 105.23 |
| 2023-09-30 | $7.5M | 79k | 94.19 |
| 2023-06-30 | $8.3M | 85k | 97.84 |
| 2023-03-31 | $5.0M | 56k | 90.55 |
| 2022-03-31 | $897k | 8.9k | 100.93 |
| 2021-12-31 | $730k | 6.8k | 106.91 |
| 2021-09-30 | $643k | 6.5k | 98.42 |
| 2021-06-30 | $599k | 6.1k | 98.81 |