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iShares S&P 1500 Index Fund shares owned by Sharkey, Howes & Javer

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Sharkey, Howes & Javer from 13F filings

Historical chart of Sharkey, Howes & Javer investment in iShares S&P 1500 Index Fund

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All positions including iShares S&P 1500 Index Fund held by Sharkey, Howes & Javer 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 Sharkey, Howes & Javer

Quarter filed Position value Share count Share price at filing
2024-09-30 $314k 2.5k 125.62
2023-03-31 $793k 8.8k 90.55
2022-12-31 $11M 124k 84.80
2022-09-30 $505k 6.3k 79.60
2020-03-31 $1.4M 25k 57.21
2019-12-31 $3.5M 48k 72.69