iShares S&P 1500 Index Fund shares owned by Retirement Group
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Retirement Group
from 13F filings
Historical chart of Retirement Group investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Retirement 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 Retirement Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $55k | 478 | 115.30 |
| 2023-12-31 | $50k | 478 | 105.23 |
| 2023-09-30 | $45k | 478 | 94.19 |
| 2023-06-30 | $47k | 478 | 97.84 |
| 2023-03-31 | $43k | 478 | 89.96 |
| 2022-12-31 | $41k | 478 | 85.77 |
| 2022-09-30 | $10k | 122 | 81.97 |
| 2022-06-30 | $40k | 478 | 83.68 |
| 2022-03-31 | $54k | 538 | 100.37 |
| 2021-12-31 | $67k | 623 | 107.54 |
| 2021-09-30 | $61k | 622 | 98.07 |
| 2021-06-30 | $61k | 622 | 98.07 |
| 2021-03-31 | $57k | 621 | 91.79 |
| 2020-12-31 | $53k | 620 | 85.48 |
| 2020-09-30 | $10k | 64 | 156.25 |
| 2020-06-30 | $3.7M | 53k | 69.44 |
| 2019-12-31 | $3.8M | 52k | 72.69 |