iShares S&P 1500 Index Fund shares owned by Phillips Financial Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Phillips Financial Management
from 13F filings
Historical chart of Phillips 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 Phillips Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 17k | 145.65 |
| 2025-06-30 | $2.4M | 18k | 135.04 |
| 2025-03-31 | $2.2M | 18k | 122.01 |
| 2024-12-31 | $2.4M | 18k | 128.62 |
| 2024-09-30 | $2.6M | 21k | 125.62 |
| 2024-06-30 | $2.4M | 20k | 118.78 |
| 2024-03-31 | $2.6M | 23k | 115.30 |
| 2023-12-31 | $2.5M | 23k | 105.23 |
| 2023-09-30 | $2.3M | 24k | 94.19 |
| 2023-06-30 | $2.4M | 25k | 97.84 |
| 2023-03-31 | $2.3M | 26k | 90.55 |
| 2022-12-31 | $2.5M | 30k | 84.80 |
| 2022-09-30 | $2.5M | 32k | 79.52 |
| 2022-06-30 | $2.8M | 34k | 83.79 |
| 2022-03-31 | $3.6M | 36k | 100.95 |
| 2021-12-31 | $3.8M | 35k | 106.98 |
| 2021-09-30 | $3.3M | 33k | 98.39 |
| 2021-06-30 | $3.2M | 32k | 98.75 |
| 2021-03-31 | $2.8M | 31k | 91.59 |
| 2020-12-31 | $2.6M | 30k | 86.21 |
| 2020-09-30 | $2.1M | 28k | 75.49 |
| 2020-06-30 | $1.8M | 25k | 69.45 |
| 2020-03-31 | $1.2M | 22k | 54.51 |
| 2019-12-31 | $1.5M | 21k | 72.68 |
| 2019-09-30 | $1.2M | 17k | 67.06 |
| 2019-06-30 | $1.1M | 16k | 67.15 |
| 2019-03-31 | $1.1M | 17k | 65.15 |
| 2018-12-31 | $952k | 17k | 56.76 |
| 2018-09-30 | $1.0M | 16k | 66.79 |
| 2018-06-30 | $999k | 16k | 62.70 |
| 2018-03-31 | $897k | 15k | 59.63 |
| 2017-12-31 | $994k | 16k | 62.53 |
| 2017-09-30 | $807k | 14k | 57.66 |
| 2017-06-30 | $766k | 14k | 56.70 |
| 2017-03-31 | $673k | 13k | 53.19 |
| 2016-12-31 | $558k | 11k | 52.18 |
| 2016-09-30 | $527k | 11k | 48.69 |
More positions owned by Phillips Financial Management
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