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
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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 |
|---|---|---|---|
| 2025-09-30 | $55M | 377k | 145.65 |
| 2025-06-30 | $51M | 374k | 135.04 |
| 2025-03-31 | $46M | 379k | 122.01 |
| 2024-12-31 | $48M | 373k | 128.62 |
| 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 |