iShares S&P 1500 Index Fund shares owned by Sage Financial
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Sage Financial
from 13F filings
Historical chart of Sage Financial investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Sage Financial 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 Sage Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.4M | 19k | 128.62 |
| 2024-09-30 | $2.3M | 18k | 125.62 |
| 2024-06-30 | $2.2M | 18k | 118.78 |
| 2024-03-31 | $2.0M | 18k | 115.30 |
| 2023-12-31 | $1.8M | 18k | 105.23 |
| 2023-09-30 | $1.7M | 18k | 94.19 |
| 2023-06-30 | $848k | 8.7k | 97.84 |