iShares S&P 1500 Index Fund shares owned by Richard W. Paul & Associates
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Richard W. Paul & Associates
from 13F filings
Historical chart of Richard W. Paul & Associates investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Richard W. Paul & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2k | 22 | 145.64 |
| 2025-06-30 | $2.4k | 18 | 135.06 |
| 2025-03-31 | $732 | 6 | 122.00 |
| 2024-12-31 | $20k | 156 | 128.95 |
| 2024-09-30 | $19k | 147 | 125.97 |
| 2024-06-30 | $19k | 160 | 119.08 |
| 2024-03-31 | $15k | 127 | 115.67 |
| 2023-12-31 | $27k | 255 | 105.40 |
| 2023-09-30 | $23k | 243 | 94.20 |
| 2023-06-30 | $23k | 231 | 97.85 |
| 2023-03-31 | $21k | 231 | 90.54 |
| 2022-12-31 | $20k | 237 | 84.80 |
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