iShares S&P 1500 Index Fund shares owned by R. M. Davis
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by R. M. Davis
from 13F filings
Historical chart of R. M. Davis investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by R. M. Davis 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 R. M. Davis
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $860k | 5.9k | 145.65 |
| 2025-06-30 | $797k | 5.9k | 135.04 |
| 2025-03-31 | $720k | 5.9k | 122.01 |
| 2024-12-31 | $798k | 6.2k | 128.62 |
| 2024-09-30 | $666k | 5.3k | 125.62 |
| 2024-06-30 | $630k | 5.3k | 118.78 |
| 2024-03-31 | $611k | 5.3k | 115.30 |
| 2023-12-31 | $574k | 5.5k | 105.23 |
| 2023-09-30 | $513k | 5.5k | 94.13 |
| 2023-06-30 | $555k | 5.7k | 97.80 |