iShares S&P 1500 Index Fund shares owned by Sound Income Strategies
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Sound Income Strategies
from 13F filings
Historical chart of Sound Income Strategies investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Sound Income Strategies 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 Sound Income Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $102k | 694 | 146.73 |
| 2025-06-30 | $227k | 1.7k | 135.04 |
| 2025-03-31 | $297k | 2.4k | 122.03 |
| 2024-12-31 | $187k | 1.5k | 128.61 |
| 2024-09-30 | $190k | 1.5k | 125.65 |
| 2024-06-30 | $84k | 707 | 118.81 |
| 2024-03-31 | $91k | 790 | 115.27 |
| 2023-12-31 | $80k | 764 | 105.21 |
| 2023-09-30 | $39k | 417 | 94.19 |
| 2023-06-30 | $41k | 417 | 97.84 |
| 2023-03-31 | $39k | 431 | 90.55 |
| 2022-12-31 | $37k | 433 | 84.80 |
| 2022-09-30 | $34k | 433 | 78.52 |
| 2022-06-30 | $36k | 433 | 83.14 |
| 2022-03-31 | $56k | 555 | 100.90 |
| 2021-12-31 | $46k | 433 | 106.24 |
| 2021-09-30 | $41k | 413 | 99.27 |
| 2021-06-30 | $41k | 413 | 99.27 |
| 2021-03-31 | $240k | 2.6k | 91.61 |
| 2020-12-31 | $103k | 1.2k | 85.98 |
| 2020-09-30 | $90k | 1.2k | 75.25 |
| 2020-06-30 | $83k | 1.2k | 69.63 |
| 2020-03-31 | $68k | 1.2k | 57.19 |
| 2019-12-31 | $86k | 1.2k | 72.57 |
| 2019-09-30 | $79k | 1.2k | 66.84 |
| 2019-06-30 | $90k | 1.3k | 66.82 |
| 2019-03-31 | $74k | 1.1k | 64.46 |
| 2018-12-31 | $169k | 2.5k | 66.59 |
| 2018-09-30 | $188k | 3.0k | 62.46 |
| 2018-06-30 | $188k | 3.0k | 62.46 |
| 2018-03-31 | $216k | 3.6k | 60.54 |