iShares S&P 1500 Index Fund shares owned by Peak Financial Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Peak Financial Management
from 13F filings
Historical chart of Peak Financial Management investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Peak Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 17k | 145.66 |
| 2025-06-30 | $2.3M | 17k | 135.04 |
| 2025-03-31 | $2.1M | 17k | 122.01 |
| 2024-12-31 | $2.2M | 17k | 128.62 |
| 2024-09-30 | $2.2M | 17k | 125.62 |
| 2024-06-30 | $2.0M | 17k | 118.78 |
| 2024-03-31 | $2.0M | 17k | 115.30 |
| 2023-12-31 | $1.8M | 17k | 105.23 |
| 2023-09-30 | $1.6M | 17k | 94.19 |
| 2023-06-30 | $1.6M | 17k | 97.84 |
| 2023-03-31 | $1.5M | 16k | 90.55 |
| 2022-12-31 | $1.4M | 16k | 84.80 |
| 2022-09-30 | $1.3M | 16k | 79.53 |
| 2022-06-30 | $1.2M | 15k | 83.79 |
| 2022-03-31 | $1.3M | 13k | 100.95 |
| 2021-12-31 | $1.4M | 13k | 106.97 |
| 2021-09-30 | $1.3M | 13k | 98.36 |
| 2021-06-30 | $1.2M | 13k | 98.72 |
| 2021-03-31 | $1.3M | 14k | 91.63 |
| 2020-12-31 | $1.3M | 15k | 86.19 |
| 2020-09-30 | $1.4M | 18k | 75.50 |
| 2020-06-30 | $1.2M | 18k | 69.44 |
| 2020-03-31 | $608k | 11k | 57.22 |
| 2019-12-31 | $768k | 11k | 72.73 |
| 2019-09-30 | $651k | 9.7k | 67.02 |
| 2019-06-30 | $611k | 9.2k | 66.65 |
| 2019-03-31 | $547k | 8.5k | 64.44 |
| 2018-12-31 | $430k | 7.6k | 56.71 |
| 2018-09-30 | $399k | 6.0k | 66.56 |
| 2018-06-30 | $335k | 5.4k | 62.44 |