iShares S&P 1500 Index Fund shares owned by Personal Cfo Solutions
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Personal Cfo Solutions
from 13F filings
Historical chart of Personal Cfo Solutions 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 Personal Cfo Solutions 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 Personal Cfo Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $534k | 4.2k | 125.61 |
| 2024-06-30 | $493k | 4.1k | 118.79 |
| 2024-03-31 | $443k | 3.8k | 115.30 |
| 2023-09-30 | $348k | 3.7k | 94.20 |
| 2023-06-30 | $355k | 3.6k | 97.85 |
| 2023-03-31 | $312k | 3.4k | 90.55 |
| 2022-12-31 | $303k | 3.6k | 84.79 |
| 2022-09-30 | $279k | 3.5k | 79.46 |
| 2022-06-30 | $284k | 3.4k | 83.70 |
| 2022-03-31 | $339k | 3.4k | 100.83 |