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
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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 |
|---|---|---|---|
| 2024-03-31 | $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 |