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iShares S&P 1500 Index Fund shares owned by Partners Capital Investment Group

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Partners Capital Investment Group from 13F filings

Historical chart of Partners Capital Investment Group 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 Partners Capital Investment Group 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 Partners Capital Investment Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $51M 486k 105.23
2023-09-30 $31M 326k 94.19
2023-06-30 $40M 413k 97.84
2023-03-31 $21M 233k 90.55
2022-12-31 $25M 295k 84.80
2022-09-30 $13M 164k 79.54
2022-06-30 $13M 154k 83.78
2022-03-31 $21M 212k 100.94
2021-12-31 $20M 187k 106.98
2021-09-30 $27M 279k 98.38
2021-06-30 $46M 461k 98.76
2021-03-31 $37M 403k 91.60