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iShares S&P 1500 Index Fund shares owned by Schechter Investment Advisors

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

Historical chart of Schechter Investment Advisors 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 Schechter Investment Advisors 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 Schechter Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-03-31 $1.9M 15k 122.01
2024-12-31 $1.2M 9.3k 128.62
2024-09-30 $1.5M 12k 125.62
2024-06-30 $1.4M 12k 118.78
2024-03-31 $1.4M 12k 115.30
2023-12-31 $963k 9.2k 105.23
2023-09-30 $862k 9.2k 94.19
2023-06-30 $896k 9.2k 97.84
2023-03-31 $829k 9.2k 90.55
2022-12-31 $776k 9.2k 84.80
2022-09-30 $728k 9.2k 79.52
2022-06-30 $0 9.2k 0.00
2022-03-31 $716k 7.1k 100.92
2021-12-31 $786k 7.3k 106.97