iShares S&P 1500 Index Fund shares owned by Ruggaard & Associates
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Ruggaard & Associates
from 13F filings
Historical chart of Ruggaard & Associates 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 Ruggaard & 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 Ruggaard & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $497k | 3.4k | 145.65 |
| 2025-06-30 | $461k | 3.4k | 135.04 |
| 2025-03-31 | $539k | 4.4k | 122.01 |
| 2024-12-31 | $820k | 6.4k | 128.63 |
| 2024-09-30 | $555k | 4.4k | 125.61 |
| 2024-06-30 | $524k | 4.4k | 118.77 |
| 2024-03-31 | $509k | 4.4k | 115.31 |
| 2023-12-31 | $464k | 4.4k | 105.23 |
| 2023-09-30 | $415k | 4.4k | 94.19 |