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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

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Quarterly reported holdings in iShares S&P 1500 Index Fund by Soltis Investment Advisors

Quarter filed Position value Share count Share price at filing
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