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