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
Download as csvQuarterly reported holdings in iShares S&P 1500 Index Fund by Sigma Investment Counselors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.4M | 37k | 145.65 |
| 2025-06-30 | $4.9M | 37k | 135.04 |
| 2025-03-31 | $3.5M | 29k | 122.01 |
| 2024-12-31 | $4.0M | 31k | 128.62 |
| 2024-09-30 | $4.0M | 32k | 125.62 |
| 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 |
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