iShares S&P 1500 Index Fund shares owned by Paragon Financial Partners
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Paragon Financial Partners
from 13F filings
Historical chart of Paragon 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 Paragon Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 1500 Index Fund by Paragon Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $260k | 1.8k | 145.65 |
| 2025-06-30 | $241k | 1.8k | 135.04 |
| 2025-03-31 | $218k | 1.8k | 122.01 |
| 2024-12-31 | $229k | 1.8k | 128.62 |
| 2024-09-30 | $224k | 1.8k | 125.62 |
| 2024-06-30 | $212k | 1.8k | 118.78 |
| 2024-03-31 | $206k | 1.8k | 115.30 |
More positions owned by Paragon Financial Partners
View all positions for Paragon Financial Partners