iShares S&P 1500 Index Fund shares owned by Morling Financial Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Morling Financial Advisors
from 13F filings
Historical chart of Morling Financial Advisors 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 Morling Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 1500 Index Fund by Morling Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 17k | 145.65 |
| 2025-06-30 | $2.3M | 17k | 135.04 |
| 2025-03-31 | $5.3M | 44k | 122.01 |
| 2024-12-31 | $5.6M | 44k | 128.62 |
| 2024-09-30 | $5.5M | 44k | 125.62 |
| 2024-06-30 | $5.2M | 44k | 118.78 |
| 2024-03-31 | $5.9M | 51k | 115.30 |
| 2023-12-31 | $5.2M | 50k | 105.23 |
| 2023-09-30 | $4.7M | 50k | 94.19 |
| 2023-06-30 | $4.8M | 50k | 97.84 |
| 2023-03-31 | $4.5M | 50k | 90.55 |
| 2022-12-31 | $4.3M | 51k | 84.80 |
| 2022-09-30 | $3.5M | 43k | 79.55 |
| 2022-06-30 | $4.3M | 51k | 83.78 |
| 2022-03-31 | $4.8M | 48k | 100.94 |
| 2021-12-31 | $65k | 609 | 106.73 |
More positions owned by Morling Financial Advisors
View all positions for Morling Financial Advisors