iShares S&P 1500 Index Fund shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $2.4M | 25k | 94.19 |
| 2023-06-30 | $2.3M | 24k | 97.84 |
| 2023-03-31 | $2.1M | 23k | 90.55 |
| 2022-12-31 | $7.7M | 91k | 84.80 |
| 2022-09-30 | $3.2M | 41k | 79.53 |
| 2022-06-30 | $3.0M | 36k | 83.78 |
| 2022-03-31 | $3.2M | 32k | 100.93 |
| 2021-12-31 | $449k | 4.2k | 106.93 |
| 2021-09-30 | $339k | 3.4k | 98.43 |
| 2021-06-30 | $412k | 4.2k | 98.78 |
| 2021-03-31 | $450k | 4.9k | 91.59 |
| 2020-12-31 | $432k | 5.0k | 86.21 |
| 2020-03-31 | $1.2M | 21k | 57.22 |
| 2019-12-31 | $933k | 13k | 72.58 |
| 2019-09-30 | $591k | 8.5k | 69.81 |
| 2019-06-30 | $326k | 5.0k | 65.49 |
| 2019-03-31 | $310k | 4.8k | 64.44 |
| 2018-12-31 | $251k | 4.1k | 61.84 |
| 2018-09-30 | $131k | 2.0k | 63.93 |
| 2018-06-30 | $128k | 2.0k | 62.47 |
| 2018-03-31 | $71k | 1.2k | 60.27 |
More positions owned by Mount Yale Investment Advisors
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