iShares S&P 1500 Index Fund shares owned by Paragon Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Paragon Advisors
from 13F filings
Historical chart of Paragon Advisors investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Paragon Advisors 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 Paragon Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $662k | 4.5k | 145.64 |
| 2025-06-30 | $660k | 4.9k | 135.04 |
| 2025-03-31 | $378k | 3.1k | 122.02 |
| 2024-12-31 | $381k | 3.0k | 128.62 |
| 2024-09-30 | $368k | 2.9k | 125.60 |
| 2024-06-30 | $297k | 2.5k | 118.79 |
| 2024-03-31 | $292k | 2.5k | 115.29 |
| 2023-12-31 | $530k | 5.0k | 105.23 |
| 2022-06-30 | $4.6M | 55k | 83.78 |