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
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Morling Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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
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