iShares S&P 1500 Index Fund shares owned by Merit Financial Group
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Merit Financial Group
from 13F filings
Historical chart of Merit Financial Group investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Merit 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 Merit Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.3M | 26k | 125.62 |
| 2024-03-31 | $4.9M | 44k | 112.47 |
| 2023-12-31 | $4.6M | 44k | 105.23 |
| 2023-09-30 | $4.2M | 45k | 94.19 |
| 2023-06-30 | $4.6M | 47k | 97.84 |
| 2023-03-31 | $4.0M | 44k | 90.55 |
| 2022-12-31 | $3.9M | 46k | 84.80 |
| 2022-09-30 | $8.2M | 103k | 79.54 |
| 2022-06-30 | $8.7M | 104k | 83.78 |