iShares S&P 1500 Index Fund shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in iShares S&P 1500 Index Fund
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 1500 Index Fund held by Summit Trail Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.2M | 28k | 115.30 |
| 2023-12-31 | $2.9M | 28k | 105.23 |
| 2023-09-30 | $2.6M | 28k | 94.63 |
| 2023-06-30 | $2.7M | 28k | 97.84 |
| 2023-03-31 | $2.5M | 28k | 90.55 |
| 2022-12-31 | $2.1M | 25k | 84.80 |
| 2022-09-30 | $2.0M | 25k | 79.55 |
| 2021-12-31 | $200k | 1.9k | 107.12 |