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iShares S&P 1500 Index Fund shares owned by River Street Advisors

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

Historical chart of River Street 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 River Street 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 River Street Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $566k 3.9k 145.65
2025-06-30 $527k 3.9k 135.04
2025-03-31 $425k 3.5k 122.01
2024-12-31 $392k 3.0k 128.62
2024-09-30 $392k 3.1k 125.62
2024-06-30 $376k 3.2k 118.79
2024-03-31 $352k 3.1k 115.30
2023-12-31 $306k 2.9k 105.23