iShares S&P 1500 Index Fund shares owned by Soltis Investment Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Soltis Investment Advisors
from 13F filings
Historical chart of Soltis Investment Advisors 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 Soltis Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 1500 Index Fund by Soltis Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.6M | 39k | 145.65 |
| 2025-06-30 | $5.2M | 39k | 135.04 |
| 2025-03-31 | $4.5M | 37k | 122.01 |
| 2024-12-31 | $4.5M | 35k | 128.62 |
| 2024-09-30 | $4.4M | 35k | 125.62 |
| 2024-06-30 | $3.9M | 33k | 118.78 |
| 2024-03-31 | $3.9M | 34k | 115.30 |
| 2023-12-31 | $4.1M | 39k | 105.23 |
| 2023-09-30 | $3.7M | 39k | 94.19 |
| 2023-06-30 | $3.8M | 39k | 97.84 |
| 2023-03-31 | $3.5M | 39k | 90.55 |
| 2022-12-31 | $3.3M | 39k | 84.80 |
| 2022-09-30 | $3.2M | 40k | 79.53 |
| 2022-06-30 | $3.3M | 39k | 83.78 |
| 2022-03-31 | $4.0M | 39k | 100.95 |
| 2021-12-31 | $4.2M | 39k | 106.99 |
| 2021-09-30 | $3.8M | 39k | 98.39 |
| 2021-06-30 | $3.8M | 39k | 98.75 |
| 2021-03-31 | $3.7M | 41k | 91.60 |
| 2020-12-31 | $3.4M | 39k | 86.23 |
| 2020-09-30 | $3.0M | 39k | 75.49 |
| 2020-06-30 | $2.7M | 39k | 69.44 |
| 2020-03-31 | $2.9M | 52k | 57.21 |
| 2019-12-31 | $3.8M | 53k | 72.68 |
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