iShares S&P 1500 Index Fund shares owned by Oxford Financial
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Oxford Financial
from 13F filings
Historical chart of Oxford Financial investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Oxford Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.7M | 25k | 145.65 |
| 2025-06-30 | $3.7M | 28k | 135.04 |
| 2025-03-31 | $3.3M | 27k | 122.01 |
| 2024-12-31 | $3.5M | 27k | 128.62 |
| 2024-09-30 | $2.7M | 22k | 125.62 |
| 2024-03-31 | $2.1M | 18k | 115.30 |
| 2023-12-31 | $1.9M | 18k | 105.23 |
| 2023-09-30 | $1.7M | 18k | 94.19 |
| 2023-06-30 | $1.8M | 18k | 97.84 |
| 2023-03-31 | $1.7M | 18k | 90.55 |
| 2022-12-31 | $1.6M | 18k | 84.80 |
| 2022-09-30 | $1.5M | 18k | 79.52 |
| 2022-06-30 | $1.5M | 18k | 83.77 |
| 2022-03-31 | $1.9M | 18k | 100.94 |
| 2021-12-31 | $2.0M | 18k | 106.99 |
| 2021-09-30 | $1.8M | 18k | 98.38 |
| 2021-06-30 | $1.8M | 18k | 98.74 |
| 2021-03-31 | $1.7M | 18k | 91.59 |
| 2020-12-31 | $1.6M | 18k | 86.24 |
| 2020-09-30 | $1.4M | 18k | 75.49 |
| 2020-06-30 | $1.3M | 18k | 69.43 |
| 2020-03-31 | $1.0M | 18k | 57.21 |
| 2019-12-31 | $1.3M | 18k | 72.71 |
| 2019-09-30 | $1.2M | 18k | 67.09 |
| 2019-06-30 | $1.2M | 18k | 66.65 |
| 2019-03-31 | $1.2M | 18k | 64.41 |
| 2018-12-31 | $1.0M | 18k | 56.77 |
| 2018-09-30 | $1.2M | 18k | 66.65 |
| 2018-06-30 | $1.1M | 18k | 62.50 |
| 2018-03-31 | $1.1M | 18k | 60.48 |
| 2017-12-31 | $1.1M | 18k | 61.14 |
| 2017-09-30 | $1.1M | 18k | 57.64 |
| 2017-06-30 | $1.0M | 18k | 55.40 |
| 2017-03-31 | $990k | 18k | 54.04 |
| 2016-12-31 | $940k | 18k | 51.31 |