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iShares S&P 1500 Index Fund shares owned by Regatta Capital Group

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

Historical chart of Regatta Capital 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 Regatta Capital 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 Regatta Capital Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $46M 363k 125.62
2024-06-30 $34M 290k 118.78
2024-03-31 $32M 277k 115.30
2023-12-31 $16M 155k 105.23
2023-09-30 $3.9M 41k 94.19
2023-06-30 $1.9M 19k 97.84
2023-03-31 $2.4M 28k 84.80
2022-12-31 $2.4M 28k 84.80
2022-09-30 $1.8M 21k 83.77
2022-06-30 $1.7M 20k 83.78
2022-03-31 $2.0M 20k 100.94
2021-12-31 $2.1M 20k 106.99