iShares S&P 1500 Index Fund shares owned by Pinnacle Family Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Pinnacle Family Advisors
from 13F filings
Historical chart of Pinnacle Family 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 Pinnacle Family Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 1500 Index Fund by Pinnacle Family Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $1.7M | 15k | 118.78 |
| 2024-03-31 | $1.8M | 16k | 115.30 |
| 2023-12-31 | $1.6M | 16k | 105.23 |
| 2023-09-30 | $1.5M | 16k | 94.19 |
| 2023-06-30 | $1.7M | 17k | 97.84 |
| 2023-03-31 | $1.5M | 17k | 90.55 |
| 2022-12-31 | $1.5M | 17k | 84.80 |
| 2022-09-30 | $1.4M | 17k | 79.57 |
| 2022-06-30 | $1.9M | 23k | 83.79 |
| 2022-03-31 | $2.4M | 24k | 100.93 |
| 2021-12-31 | $2.5M | 24k | 107.00 |
| 2021-09-30 | $3.2M | 33k | 98.38 |
| 2021-06-30 | $3.3M | 33k | 98.76 |
| 2021-03-31 | $3.1M | 34k | 91.59 |
| 2020-12-31 | $2.9M | 34k | 86.23 |
| 2020-09-30 | $2.5M | 33k | 75.48 |
| 2020-06-30 | $2.3M | 33k | 69.43 |
| 2020-03-31 | $1.9M | 33k | 58.09 |
| 2019-12-31 | $5.4M | 74k | 72.69 |
| 2019-09-30 | $6.9M | 103k | 67.07 |
| 2019-06-30 | $7.2M | 109k | 66.63 |
| 2019-03-31 | $7.1M | 110k | 64.40 |
| 2018-12-31 | $6.2M | 109k | 56.76 |
| 2018-09-30 | $5.9M | 88k | 66.63 |
| 2018-06-30 | $5.7M | 91k | 62.78 |
| 2018-03-31 | $5.5M | 92k | 60.46 |
| 2017-12-31 | $5.8M | 95k | 61.14 |
| 2017-09-30 | $5.5M | 96k | 57.63 |
| 2017-06-30 | $5.4M | 98k | 55.42 |
| 2017-03-31 | $5.4M | 101k | 54.03 |
| 2016-12-31 | $5.2M | 101k | 51.29 |