iShares S&P 1500 Index Fund shares owned by Rodgers & Associates
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Rodgers & Associates
from 13F filings
Historical chart of Rodgers & Associates investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Rodgers & Associates 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 Rodgers & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $774k | 6.0k | 128.62 |
| 2024-09-30 | $719k | 5.7k | 125.62 |
| 2024-06-30 | $540k | 4.5k | 118.78 |
| 2024-03-31 | $515k | 4.5k | 115.30 |
| 2023-12-31 | $470k | 4.5k | 105.23 |
| 2023-09-30 | $422k | 4.5k | 94.19 |
| 2023-06-30 | $438k | 4.5k | 97.84 |
| 2023-03-31 | $345k | 3.8k | 90.55 |
| 2022-12-31 | $236k | 2.8k | 84.80 |
| 2022-09-30 | $225k | 2.8k | 79.48 |
| 2022-06-30 | $237k | 2.8k | 83.72 |
| 2022-03-31 | $270k | 2.7k | 100.90 |
| 2021-12-31 | $233k | 2.2k | 107.18 |
| 2021-09-30 | $223k | 2.3k | 98.19 |
| 2021-06-30 | $224k | 2.3k | 98.64 |