iShares S&P 1500 Index Fund shares owned by Paradigm Financial Partners
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Paradigm Financial Partners
from 13F filings
Historical chart of Paradigm Financial Partners investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Paradigm Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 16k | 145.65 |
| 2025-06-30 | $2.1M | 16k | 135.04 |
| 2024-12-31 | $2.2M | 17k | 128.62 |
| 2024-09-30 | $1.8M | 14k | 131.49 |
| 2024-03-31 | $1.6M | 14k | 115.30 |
| 2023-12-31 | $1.5M | 14k | 105.23 |
| 2023-09-30 | $1.4M | 15k | 92.68 |
| 2023-06-30 | $1.4M | 14k | 97.84 |
| 2023-03-31 | $1.2M | 13k | 90.55 |
| 2022-12-31 | $1.1M | 12k | 86.04 |
| 2022-09-30 | $1.0M | 12k | 83.18 |
| 2022-06-30 | $1.0M | 12k | 86.42 |
| 2022-03-31 | $1.2M | 12k | 99.54 |
| 2021-12-31 | $11M | 105k | 105.55 |
| 2021-09-30 | $1.5M | 15k | 100.46 |
| 2021-06-30 | $1.4M | 14k | 98.75 |
| 2021-03-31 | $1.3M | 14k | 91.63 |
| 2020-12-31 | $1.2M | 14k | 87.84 |
| 2020-09-30 | $991k | 13k | 75.53 |
| 2020-06-30 | $932k | 13k | 71.28 |
| 2020-03-31 | $743k | 12k | 60.68 |
| 2019-12-31 | $827k | 11k | 72.70 |
| 2019-09-30 | $733k | 11k | 65.75 |
| 2019-06-30 | $712k | 11k | 66.64 |
| 2019-03-31 | $674k | 11k | 64.39 |
| 2018-12-31 | $594k | 11k | 56.75 |
More positions owned by Paradigm Financial Partners
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