iShares S&P 1500 Index Fund shares owned by Sovereign Financial Group
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Sovereign Financial Group
from 13F filings
Historical chart of Sovereign Financial Group investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Sovereign Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 10k | 145.65 |
| 2025-06-30 | $1.4M | 10k | 135.03 |
| 2025-03-31 | $1.2M | 10k | 122.01 |
| 2024-12-31 | $1.3M | 10k | 128.61 |
| 2024-09-30 | $1.3M | 10k | 125.62 |
| 2024-06-30 | $1.2M | 10k | 118.78 |
| 2024-03-31 | $1.2M | 11k | 115.30 |
| 2023-12-31 | $1.1M | 11k | 105.23 |
| 2023-09-30 | $310k | 3.3k | 94.19 |
| 2023-06-30 | $364k | 3.7k | 97.84 |
| 2023-03-31 | $268k | 3.0k | 90.56 |
| 2022-12-31 | $237k | 2.8k | 84.80 |