iShares S&P 1500 Index Fund shares owned by Roundview Capital
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Roundview Capital
from 13F filings
Historical chart of Roundview Capital 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 Roundview Capital consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 1500 Index Fund by Roundview Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $542k | 3.7k | 145.65 |
| 2025-06-30 | $503k | 3.7k | 135.04 |
| 2025-03-31 | $454k | 3.7k | 122.01 |
| 2024-12-31 | $479k | 3.7k | 128.62 |
| 2024-09-30 | $414k | 3.3k | 125.62 |
| 2024-06-30 | $325k | 2.7k | 118.78 |
| 2024-03-31 | $315k | 2.7k | 115.30 |
| 2023-12-31 | $258k | 2.5k | 105.23 |
| 2023-09-30 | $226k | 2.4k | 94.19 |