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iShares S&P 1500 Index Fund shares owned by Sowa Financial Group

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Sowa Financial Group from 13F filings

Historical chart of Sowa Financial Group 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 Sowa Financial Group 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 Sowa Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.5M 23k 105.22
2023-12-31 $2.5M 23k 105.22
2023-09-30 $2.8M 30k 94.20
2023-06-30 $3.1M 31k 97.85
2023-03-31 $3.6M 39k 90.56
2022-12-31 $3.4M 40k 84.80
2022-09-30 $3.4M 43k 79.55
2022-06-30 $3.7M 44k 83.78
2022-03-31 $4.5M 44k 100.94
2021-12-31 $5.0M 47k 106.98
2021-09-30 $4.8M 48k 98.39
2021-06-30 $4.8M 49k 98.77
2021-03-31 $4.8M 53k 91.60
2020-12-31 $4.8M 56k 86.23
2020-09-30 $4.4M 59k 75.50
2020-06-30 $4.1M 60k 69.45
2020-03-31 $3.5M 61k 57.22
2019-12-31 $4.6M 63k 72.69