iShares S&P 1500 Index Fund shares owned by Stratos Wealth Partners
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Stratos Wealth Partners
from 13F filings
Historical chart of Stratos Wealth Partners 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 Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 75k | 145.65 |
| 2025-06-30 | $9.7M | 72k | 135.04 |
| 2025-03-31 | $9.2M | 76k | 122.01 |
| 2024-12-31 | $11M | 83k | 128.62 |
| 2024-09-30 | $11M | 88k | 125.62 |
| 2024-06-30 | $10M | 86k | 118.78 |
| 2024-03-31 | $11M | 93k | 115.30 |
| 2023-12-31 | $13M | 124k | 105.23 |
| 2023-09-30 | $13M | 142k | 94.19 |
| 2023-06-30 | $16M | 161k | 97.84 |
| 2023-03-31 | $7.9M | 87k | 90.55 |
| 2022-12-31 | $16M | 189k | 84.80 |
| 2022-09-30 | $18M | 229k | 79.54 |
| 2022-06-30 | $18M | 209k | 83.78 |
| 2022-03-31 | $14M | 135k | 100.94 |
| 2021-12-31 | $5.5M | 51k | 106.97 |
| 2021-09-30 | $5.5M | 56k | 98.38 |
| 2021-06-30 | $5.8M | 58k | 98.77 |
| 2021-03-31 | $4.7M | 52k | 91.61 |
| 2020-12-31 | $4.9M | 56k | 86.23 |
| 2020-09-30 | $4.6M | 61k | 75.48 |
| 2020-06-30 | $4.3M | 61k | 69.44 |
| 2020-03-31 | $3.5M | 61k | 57.22 |
| 2019-12-31 | $3.3M | 45k | 72.69 |
| 2019-09-30 | $3.0M | 44k | 67.06 |
| 2019-06-30 | $2.9M | 44k | 66.63 |
| 2019-03-31 | $2.6M | 40k | 64.41 |
| 2018-12-31 | $2.9M | 51k | 56.76 |
| 2018-09-30 | $1.5M | 23k | 66.62 |
| 2018-06-30 | $1.5M | 24k | 62.51 |
| 2018-03-31 | $6.5M | 108k | 60.46 |
| 2017-12-31 | $1.4M | 24k | 61.15 |
| 2017-09-30 | $5.3M | 92k | 57.63 |
| 2017-06-30 | $4.3M | 77k | 55.42 |
| 2017-03-31 | $1.9M | 35k | 54.03 |
| 2016-12-31 | $724k | 14k | 51.30 |
| 2016-09-30 | $623k | 13k | 49.53 |
| 2016-06-30 | $288k | 3.0k | 95.36 |
| 2015-03-31 | $558k | 5.9k | 94.54 |
| 2014-12-31 | $513k | 5.5k | 93.88 |