iShares S&P 1500 Index Fund shares owned by Source Financial Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Source Financial Advisors
from 13F filings
Historical chart of Source Financial Advisors investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Source Financial 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 Source Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.8M | 62k | 125.62 |
| 2024-06-30 | $7.2M | 61k | 118.78 |
| 2024-03-31 | $7.8M | 67k | 115.30 |
| 2023-12-31 | $6.9M | 65k | 105.23 |
| 2023-09-30 | $5.9M | 62k | 94.19 |
| 2023-06-30 | $8.1M | 83k | 97.84 |
| 2023-03-31 | $7.7M | 85k | 90.55 |
| 2022-12-31 | $8.3M | 98k | 84.80 |
| 2022-09-30 | $7.7M | 97k | 79.55 |
| 2022-06-30 | $7.8M | 93k | 83.78 |
| 2022-03-31 | $9.0M | 89k | 100.94 |
| 2021-12-31 | $8.3M | 78k | 106.98 |
| 2021-09-30 | $6.8M | 69k | 98.37 |
| 2021-06-30 | $6.8M | 68k | 98.76 |
| 2021-03-31 | $7.9M | 87k | 91.60 |
| 2020-12-31 | $6.6M | 77k | 86.22 |