iShares S&P 1500 Index Fund shares owned by Sowell Financial Services
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Sowell Financial Services
from 13F filings
Historical chart of Sowell Financial Services investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Sowell Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $17M | 134k | 125.62 |
| 2024-06-30 | $15M | 128k | 118.78 |
| 2024-03-31 | $15M | 132k | 115.30 |
| 2023-12-31 | $1.1M | 11k | 105.24 |
| 2023-06-30 | $1.0M | 11k | 97.82 |
| 2023-03-31 | $654k | 7.2k | 90.51 |
| 2022-12-31 | $1.7M | 21k | 84.80 |
| 2022-09-30 | $1.5M | 19k | 79.56 |
| 2022-06-30 | $138M | 1.6M | 86.39 |
| 2021-12-31 | $1.3M | 12k | 106.98 |
| 2021-06-30 | $1.0M | 11k | 98.76 |
| 2021-03-31 | $1.4M | 15k | 96.17 |
| 2020-12-31 | $1.1M | 13k | 86.24 |
| 2020-09-30 | $1.9M | 26k | 75.48 |
| 2020-06-30 | $3.0M | 43k | 69.44 |
| 2020-03-31 | $4.0M | 70k | 57.21 |
| 2019-12-31 | $5.6M | 77k | 72.69 |
| 2019-09-30 | $9.0M | 135k | 67.07 |
| 2019-03-31 | $981k | 15k | 64.42 |
| 2018-12-31 | $357k | 6.3k | 56.76 |
| 2018-06-30 | $312k | 4.8k | 64.81 |
| 2018-03-31 | $393k | 6.5k | 60.53 |
| 2017-12-31 | $420k | 6.6k | 63.72 |
| 2017-09-30 | $512k | 8.7k | 59.03 |
| 2017-06-30 | $594k | 11k | 56.55 |
| 2017-03-31 | $655k | 12k | 54.98 |
| 2016-12-31 | $1.9M | 35k | 53.99 |