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iShares S&P 1500 Index Fund shares owned by Sigma Investment Counselors

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

Historical chart of Sigma Investment Counselors 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 Sigma Investment Counselors 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 Sigma Investment Counselors

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.6M 31k 118.78
2024-03-31 $3.0M 26k 115.30
2023-12-31 $2.5M 24k 105.23
2023-09-30 $2.2M 23k 94.19
2023-06-30 $2.2M 23k 97.84
2023-03-31 $1.8M 20k 90.55
2022-12-31 $1.6M 19k 84.80
2022-09-30 $1.2M 16k 79.52
2022-06-30 $791k 9.4k 83.83
2022-03-31 $631k 6.2k 101.01
2021-12-31 $599k 5.6k 106.96
2021-09-30 $478k 4.9k 98.29
2021-06-30 $228k 2.3k 98.74
2021-03-31 $211k 2.3k 91.54