iShares S&P 1500 Index Fund shares owned by Strategic Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Strategic Wealth Advisors
from 13F filings
Historical chart of Strategic Wealth Advisors investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Strategic Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-09-30 | $25M | 315k | 79.54 |
| 2022-06-30 | $26M | 298k | 86.11 |
| 2022-03-31 | $31M | 304k | 100.98 |
| 2021-12-31 | $31M | 289k | 107.61 |
| 2021-09-30 | $30M | 305k | 98.39 |
| 2021-06-30 | $30M | 307k | 98.76 |
| 2021-03-31 | $54M | 586k | 91.60 |
| 2020-12-31 | $47M | 550k | 86.22 |
| 2020-09-30 | $2.5M | 33k | 75.48 |
| 2020-06-30 | $3.4M | 49k | 69.92 |
| 2020-03-31 | $3.6M | 64k | 55.16 |
| 2019-12-31 | $4.5M | 62k | 72.86 |
| 2019-09-30 | $4.3M | 64k | 66.52 |
| 2019-06-30 | $4.0M | 60k | 66.84 |
| 2019-03-31 | $3.6M | 56k | 64.80 |
| 2018-12-31 | $1.2M | 21k | 58.48 |
| 2018-03-31 | $7.1M | 117k | 60.45 |
| 2017-12-31 | $4.7M | 81k | 57.63 |
| 2017-09-30 | $4.7M | 81k | 57.63 |
| 2017-06-30 | $3.2M | 59k | 55.41 |
| 2017-03-31 | $3.1M | 57k | 54.03 |
| 2016-12-31 | $5.5M | 106k | 51.29 |
| 2016-09-30 | $8.4M | 170k | 49.53 |
| 2016-06-30 | $4.5M | 95k | 47.63 |
| 2016-03-31 | $6.2M | 6.6k | 933.60 |
| 2015-09-30 | $2.7M | 31k | 87.60 |
| 2015-06-30 | $960k | 10k | 94.45 |