iShares S&P 1500 Index Fund shares owned by SageView Advisory Group
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by SageView Advisory Group
from 13F filings
Historical chart of SageView Advisory Group investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by SageView Advisory Group 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 SageView Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 11k | 125.62 |
| 2024-06-30 | $1.6M | 13k | 118.78 |
| 2024-03-31 | $4.8M | 70k | 67.86 |
| 2023-12-31 | $1.4M | 13k | 108.11 |
| 2023-09-30 | $634k | 6.7k | 94.18 |
| 2023-06-30 | $1.6M | 16k | 97.84 |
| 2023-03-31 | $1.5M | 17k | 90.55 |
| 2022-12-31 | $750k | 8.8k | 84.80 |