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iShares S&P 1500 Index Fund shares owned by PFG Financial Advisors

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by PFG Financial Advisors from 13F filings

Historical chart of PFG Financial Advisors 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 PFG Financial 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 PFG Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $833k 6.6k 125.62
2024-06-30 $947k 8.0k 118.78
2024-03-31 $936k 8.1k 115.30
2023-12-31 $869k 8.3k 105.23
2023-09-30 $915k 9.7k 94.19
2023-06-30 $915k 9.4k 97.84
2023-03-31 $1.1M 13k 90.55
2022-12-31 $1.4M 17k 84.80
2022-09-30 $1.1M 14k 79.54
2022-06-30 $1.4M 16k 83.80
2022-03-31 $1.8M 18k 100.96
2021-12-31 $1.8M 18k 101.99
2021-09-30 $1.9M 19k 98.36
2021-06-30 $2.4M 24k 98.77
2021-03-31 $2.7M 29k 91.61
2020-12-31 $3.1M 36k 86.21
2020-09-30 $3.0M 39k 75.49
2020-06-30 $3.1M 45k 69.43
2020-03-31 $2.8M 48k 57.22
2019-12-31 $4.0M 56k 72.70
2019-09-30 $4.0M 59k 67.07
2019-06-30 $3.9M 58k 66.64
2019-03-31 $3.2M 50k 64.60
2018-12-31 $2.6M 46k 56.77
2018-09-30 $2.8M 41k 66.63
2018-06-30 $2.6M 42k 62.53
2018-03-31 $2.5M 41k 60.47
2017-12-31 $2.2M 36k 61.13
2017-09-30 $2.0M 35k 57.62
2017-06-30 $1.6M 29k 55.43
2017-03-31 $1.3M 24k 54.03
2016-12-31 $643k 13k 51.27
2016-09-30 $450k 9.1k 49.48