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iShares S&P 1500 Index Fund shares owned by Squire Investment Management Company

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Squire Investment Management Company from 13F filings

Historical chart of Squire Investment Management Company 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 Squire Investment Management Company 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 Squire Investment Management Company

Quarter filed Position value Share count Share price at filing
2024-09-30 $20M 155k 125.62
2024-06-30 $17M 142k 118.78
2024-03-31 $13M 112k 115.30
2023-12-31 $8.2M 78k 105.23