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iShares S&P 1500 Index Fund shares owned by Richwood Investment Advisors

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Richwood Investment Advisors from 13F filings

Historical chart of Richwood Investment Advisors 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 Richwood Investment Advisors 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 Richwood Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $222k 1.5k 145.65
2025-06-30 $206k 1.5k 135.04
2024-12-31 $243k 1.9k 128.62
2024-09-30 $237k 1.9k 125.62
2024-06-30 $224k 1.9k 118.78
2024-03-31 $218k 1.9k 115.30
2022-03-31 $226k 2.2k 101.07
2021-12-31 $239k 2.2k 106.89