iShares S&P 1500 Index Fund shares owned by SRS Capital Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by SRS Capital Advisors
from 13F filings
Historical chart of SRS Capital Advisors investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by SRS Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $4.2M | 33k | 128.62 |
| 2024-09-30 | $4.0M | 32k | 125.62 |
| 2024-06-30 | $3.9M | 33k | 118.78 |
| 2024-03-31 | $3.8M | 33k | 115.30 |
| 2023-12-31 | $3.5M | 34k | 105.23 |
| 2023-09-30 | $3.0M | 32k | 94.19 |
| 2023-06-30 | $2.5M | 25k | 97.84 |
| 2023-03-31 | $2.3M | 25k | 90.55 |
| 2022-12-31 | $2.1M | 25k | 84.80 |
| 2022-09-30 | $1.4M | 17k | 79.52 |
| 2022-06-30 | $1.6M | 19k | 83.76 |
| 2022-03-31 | $2.0M | 19k | 100.95 |
| 2021-12-31 | $147k | 1.4k | 106.83 |
| 2021-09-30 | $145k | 1.5k | 98.17 |
| 2021-06-30 | $99k | 1.0k | 98.31 |
| 2020-12-31 | $62k | 720 | 86.11 |
| 2020-09-30 | $49k | 651 | 75.27 |
| 2020-06-30 | $44k | 628 | 70.06 |
| 2020-03-31 | $32k | 562 | 56.94 |
| 2019-12-31 | $9.0k | 122 | 73.77 |
| 2019-09-30 | $8.0k | 122 | 65.57 |