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iShares S&P 1500 Index Fund shares owned by Mid Atlantic Financial Management

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Mid Atlantic Financial Management from 13F filings

Historical chart of Mid Atlantic Financial Management 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 Mid Atlantic Financial Management 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 Mid Atlantic Financial Management

Quarter filed Position value Share count Share price at filing
2021-09-30 $1.1M 11k 98.41
2021-06-30 $1.1M 11k 98.74
2021-03-31 $1.3M 14k 91.60
2020-12-31 $1.2M 13k 86.25
2020-09-30 $1.1M 14k 80.42
2020-06-30 $876k 13k 69.47
2020-03-31 $2.0M 34k 57.20
2019-12-31 $2.3M 31k 72.70
2019-09-30 $2.4M 35k 67.07
2019-06-30 $2.3M 34k 66.64
2019-03-31 $9.2M 143k 64.40
2018-12-31 $15M 266k 56.76