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iShares S&P 1500 Index Fund shares owned by Sunpointe

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Sunpointe from 13F filings

Historical chart of Sunpointe 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 Sunpointe 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 Sunpointe

Quarter filed Position value Share count Share price at filing
2025-09-30 $413k 2.8k 145.63
2025-06-30 $382k 2.8k 135.02
2025-03-31 $344k 2.8k 122.02
2024-12-31 $361k 2.8k 128.62
2024-09-30 $364k 2.9k 125.61
2024-06-30 $2.6M 22k 118.78
2024-03-31 $332k 2.9k 115.30
2023-12-31 $302k 2.9k 105.24