iShares S&P 1500 Index Fund shares owned by Orion Capital Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Orion Capital Management
from 13F filings
Historical chart of Orion Capital Management investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Orion Capital 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 Orion Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $69k | 471 | 145.65 |
| 2025-06-30 | $64k | 471 | 135.04 |
| 2024-12-31 | $60k | 469 | 128.62 |
| 2024-03-31 | $54k | 469 | 115.30 |
| 2023-12-31 | $49k | 469 | 105.23 |
| 2023-09-30 | $44k | 469 | 94.19 |
| 2023-03-31 | $42k | 465 | 90.55 |
| 2022-12-31 | $34k | 406 | 84.80 |
| 2022-09-30 | $32k | 406 | 78.82 |
| 2022-06-30 | $34k | 406 | 83.74 |
| 2022-03-31 | $41k | 406 | 100.99 |
| 2021-12-31 | $43k | 406 | 105.91 |
| 2021-09-30 | $40k | 406 | 98.52 |
| 2021-06-30 | $37k | 371 | 99.73 |
| 2021-03-31 | $34k | 371 | 91.64 |
| 2020-12-31 | $21k | 238 | 88.24 |