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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 1500 Index Fund held by Paradigm Financial Partners 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 Paradigm Financial Partners

Quarter filed Position value Share count Share price at filing
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