iShares S&P 1500 Index Fund shares owned by Steward Partners Investment Advisory
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Steward Partners Investment Advisory
from 13F filings
Historical chart of Steward Partners Investment Advisory investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Steward Partners Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.8M | 40k | 145.65 |
| 2025-06-30 | $5.4M | 40k | 135.04 |
| 2025-03-31 | $6.1M | 50k | 122.01 |
| 2024-12-31 | $5.6M | 44k | 128.62 |
| 2024-09-30 | $9.6M | 76k | 125.62 |
| 2024-06-30 | $8.8M | 74k | 118.78 |
| 2024-03-31 | $8.4M | 73k | 115.30 |
| 2023-12-31 | $7.0M | 66k | 105.23 |
| 2023-09-30 | $5.9M | 63k | 94.19 |
| 2023-06-30 | $6.1M | 62k | 97.84 |
| 2023-03-31 | $5.9M | 65k | 90.55 |
| 2022-12-31 | $5.6M | 67k | 84.80 |
| 2022-09-30 | $5.2M | 65k | 79.54 |
| 2022-06-30 | $5.4M | 65k | 83.78 |
| 2022-03-31 | $6.6M | 65k | 100.94 |
| 2021-12-31 | $7.3M | 68k | 106.98 |
| 2021-09-30 | $6.7M | 68k | 98.38 |
| 2021-03-31 | $6.1M | 67k | 91.60 |
| 2020-09-30 | $4.9M | 65k | 75.50 |
| 2020-06-30 | $4.1M | 59k | 69.44 |
| 2020-03-31 | $5.4M | 94k | 57.21 |
| 2019-12-31 | $9.1M | 126k | 72.69 |
| 2019-09-30 | $7.2M | 107k | 67.07 |
| 2019-06-30 | $5.9M | 88k | 66.62 |
| 2019-03-31 | $7.3M | 113k | 64.40 |
| 2018-12-31 | $6.1M | 108k | 56.75 |
| 2018-09-30 | $6.9M | 103k | 66.63 |
| 2018-06-30 | $5.8M | 93k | 62.52 |
| 2018-03-31 | $4.9M | 81k | 60.45 |
| 2017-12-31 | $4.7M | 76k | 61.13 |
| 2017-09-30 | $3.5M | 61k | 57.61 |
| 2017-06-30 | $2.4M | 44k | 55.42 |
| 2017-03-31 | $206k | 3.8k | 54.01 |
More positions owned by Steward Partners Investment Advisory
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