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iShares S&P 1500 Index Fund shares owned by Samalin Investment Counsel

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Samalin Investment Counsel from 13F filings

Historical chart of Samalin Investment Counsel 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 Samalin Investment Counsel 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 Samalin Investment Counsel

Quarter filed Position value Share count Share price at filing
2023-09-30 $2.3M 24k 94.19
2023-06-30 $1.7M 18k 97.84
2023-03-31 $1.5M 17k 90.55
2022-12-31 $1.4M 16k 84.80
2022-09-30 $1.3M 16k 79.52
2022-06-30 $1.3M 16k 83.78
2022-03-31 $1.4M 14k 100.93
2021-12-31 $1.4M 13k 106.96
2021-09-30 $1.2M 13k 98.37
2021-06-30 $1.2M 12k 98.76
2021-03-31 $1.4M 16k 91.58
2020-12-31 $1.1M 13k 86.22
2020-09-30 $211k 2.8k 75.36