iShares S&P 1500 Index Fund shares owned by Stratos Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Stratos Wealth Advisors
from 13F filings
Historical chart of Stratos 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 Stratos Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.4M | 16k | 148.69 |
| 2025-09-30 | $2.3M | 16k | 145.66 |
| 2025-06-30 | $1.8M | 14k | 135.04 |
| 2025-03-31 | $769k | 6.3k | 122.02 |
| 2024-12-31 | $812k | 6.3k | 128.63 |
| 2024-09-30 | $929k | 7.4k | 125.63 |
| 2024-06-30 | $755k | 6.4k | 118.80 |
| 2024-03-31 | $691k | 6.0k | 115.32 |
| 2023-12-31 | $550k | 5.2k | 105.25 |
| 2023-09-30 | $414k | 4.4k | 94.19 |
| 2023-06-30 | $392k | 4.0k | 97.84 |
| 2023-03-31 | $314k | 3.5k | 90.56 |
| 2022-12-31 | $282k | 3.3k | 84.80 |
| 2022-09-30 | $350k | 4.4k | 79.44 |
| 2022-06-30 | $418k | 5.0k | 83.73 |
| 2022-03-31 | $933k | 9.2k | 100.96 |
| 2021-12-31 | $8.9M | 83k | 106.98 |
| 2021-09-30 | $8.5M | 86k | 98.38 |
| 2021-06-30 | $10M | 102k | 98.76 |
| 2021-03-31 | $9.0M | 99k | 91.60 |
| 2020-12-31 | $10M | 117k | 86.22 |
| 2020-09-30 | $561k | 7.4k | 75.44 |
| 2020-06-30 | $550k | 7.9k | 69.46 |
| 2020-03-31 | $1.0M | 18k | 57.21 |
| 2019-12-31 | $932k | 13k | 72.71 |
| 2019-09-30 | $562k | 8.4k | 67.11 |
| 2019-06-30 | $751k | 11k | 66.67 |
| 2019-03-31 | $724k | 11k | 64.44 |