iShares S&P 1500 Index Fund shares owned by SFMG Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by SFMG Wealth Advisors
from 13F filings
Historical chart of SFMG Wealth Advisors investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by SFMG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 7.5k | 145.66 |
| 2025-06-30 | $992k | 7.3k | 135.04 |
| 2025-03-31 | $895k | 7.3k | 122.00 |
| 2024-12-31 | $936k | 7.3k | 128.62 |
| 2024-09-30 | $913k | 7.3k | 125.62 |
| 2024-06-30 | $852k | 7.2k | 118.78 |
| 2024-03-31 | $829k | 7.2k | 115.30 |
| 2023-12-31 | $753k | 7.2k | 105.22 |
| 2023-09-30 | $668k | 7.1k | 94.20 |
| 2023-06-30 | $808k | 8.3k | 97.85 |
| 2023-03-31 | $620k | 6.8k | 90.55 |
| 2022-12-31 | $580k | 6.8k | 84.80 |
| 2022-09-30 | $539k | 6.8k | 79.40 |
| 2022-06-30 | $585k | 7.0k | 83.82 |
| 2022-03-31 | $673k | 6.7k | 100.88 |
| 2021-12-31 | $714k | 6.7k | 107.03 |
| 2021-09-30 | $749k | 7.6k | 98.44 |
| 2021-06-30 | $659k | 6.7k | 98.79 |
| 2021-03-31 | $599k | 6.5k | 91.66 |
| 2020-12-31 | $274k | 3.2k | 86.08 |
| 2020-09-30 | $233k | 3.1k | 75.55 |