iShares S&P 1500 Index Fund shares owned by Smith Shellnut Wilson
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Smith Shellnut Wilson
from 13F filings
Historical chart of Smith Shellnut Wilson 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 Smith Shellnut Wilson consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 1500 Index Fund by Smith Shellnut Wilson
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $13M | 105k | 125.62 |
2024-06-30 | $13M | 106k | 118.78 |
2024-03-31 | $12M | 107k | 115.30 |
2023-12-31 | $11M | 107k | 105.23 |
2023-09-30 | $10M | 107k | 94.19 |
2023-06-30 | $11M | 108k | 97.84 |
2023-03-31 | $10M | 112k | 90.55 |
2022-12-31 | $9.8M | 116k | 84.80 |
2022-09-30 | $9.2M | 116k | 79.54 |
2022-06-30 | $8.8M | 105k | 83.78 |
2022-03-31 | $10M | 102k | 100.94 |
2021-12-31 | $12M | 109k | 106.98 |
2021-09-30 | $11M | 108k | 98.38 |
2021-06-30 | $8.8M | 89k | 98.75 |
2021-03-31 | $8.4M | 92k | 91.60 |
2020-12-31 | $8.0M | 93k | 86.22 |
2020-09-30 | $5.4k | 72k | 0.08 |
2020-06-30 | $4.9M | 70k | 69.44 |
2020-03-31 | $4.0M | 70k | 57.22 |
2019-12-31 | $4.1M | 57k | 72.70 |
2019-09-30 | $3.6M | 53k | 67.08 |
2019-06-30 | $3.7M | 56k | 66.63 |
2019-03-31 | $744k | 13k | 56.73 |
2018-12-31 | $744k | 13k | 56.73 |
2018-09-30 | $816k | 12k | 66.64 |
2018-03-31 | $624k | 10k | 60.50 |
2017-12-31 | $303k | 4.9k | 61.24 |
2017-09-30 | $302k | 5.2k | 57.56 |