iShares S&P 1500 Index Fund shares owned by North Star Asset Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by North Star Asset Management
from 13F filings
Historical chart of North Star Asset Management investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by North Star Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 8.9k | 145.65 |
| 2025-06-30 | $1.2M | 8.8k | 135.04 |
| 2025-03-31 | $736k | 6.0k | 122.01 |
| 2024-12-31 | $776k | 6.0k | 128.62 |
| 2024-09-30 | $758k | 6.0k | 125.62 |
| 2024-06-30 | $708k | 6.0k | 118.78 |
| 2024-03-31 | $636k | 5.5k | 115.30 |
| 2023-12-31 | $580k | 5.5k | 105.23 |
| 2023-09-30 | $623k | 6.6k | 94.19 |
| 2023-06-30 | $565k | 5.8k | 97.84 |
| 2023-03-31 | $523k | 5.8k | 90.55 |
| 2022-12-31 | $490k | 5.8k | 84.80 |
| 2022-09-30 | $480k | 6.0k | 79.50 |
| 2022-06-30 | $1.1M | 13k | 83.75 |
More positions owned by North Star Asset Management
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