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iShares S&P 1500 Index Fund shares owned by Pinnacle Wealth Management Group

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Pinnacle Wealth Management Group from 13F filings

Historical chart of Pinnacle Wealth Management Group 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 Wealth Management Group 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 Pinnacle Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 7.5k 145.65
2025-06-30 $783k 5.8k 135.04
2025-03-31 $694k 5.7k 122.01
2024-12-31 $585k 4.6k 128.62
2024-09-30 $557k 4.4k 125.62
2024-06-30 $399k 3.4k 118.78