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iShares S&P 1500 Index Fund shares owned by Satovsky Asset Management

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Satovsky Asset Management from 13F filings

Historical chart of Satovsky Asset Management 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 Satovsky Asset Management 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 Satovsky Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 89k 125.62
2024-06-30 $11M 89k 118.78
2024-03-31 $10M 88k 115.30
2023-12-31 $9.4M 89k 105.23
2023-09-30 $8.3M 88k 94.19
2023-06-30 $8.6M 88k 97.84
2023-03-31 $8.1M 90k 90.55
2022-12-31 $7.5M 89k 84.22
2022-09-30 $3.2M 41k 79.55
2022-06-30 $1.5M 18k 83.78
2022-03-31 $1.8M 18k 100.92
2021-12-31 $2.0M 19k 106.99
2021-09-30 $1.8M 18k 98.41
2021-06-30 $1.6M 16k 98.79
2021-03-31 $1.5M 16k 91.61
2020-12-31 $1.4M 16k 86.20