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iShares S&P 1500 Index Fund shares owned by Private Capital Advisors

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

Historical chart of Private Capital 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 Private Capital 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 Private Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $440k 3.5k 125.54
2024-06-30 $416k 3.5k 118.69
2024-03-31 $404k 3.5k 115.26
2023-09-30 $321k 3.5k 91.58
2023-06-30 $343k 3.5k 97.86
2023-03-31 $317k 3.5k 90.44
2022-12-31 $297k 3.5k 84.74
2022-09-30 $279k 3.5k 79.60
2022-06-30 $294k 3.5k 83.88
2022-03-31 $354k 3.5k 101.00
2021-12-31 $375k 3.5k 106.99
2021-09-30 $345k 3.5k 98.43
2021-06-30 $346k 3.5k 98.72
2021-03-31 $321k 3.5k 91.58
2020-12-31 $302k 3.5k 86.16
2020-09-30 $265k 3.5k 75.61
2020-06-30 $243k 3.5k 69.33
2020-03-31 $201k 3.5k 57.35
2019-12-31 $255k 3.5k 72.75
2019-09-30 $235k 3.5k 67.05
2019-06-30 $234k 3.5k 66.76
2019-03-31 $226k 3.5k 64.48