iShares S&P 1500 Index Fund shares owned by SVB Wealth Advisory
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by SVB Wealth Advisory
from 13F filings
Historical chart of SVB Wealth Advisory investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by SVB Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-03-31 | $375k | 3.7k | 100.92 |
| 2021-12-31 | $400k | 3.7k | 107.53 |
| 2021-09-30 | $500k | 5.1k | 98.31 |
| 2021-06-30 | $502k | 5.1k | 98.70 |
| 2021-03-31 | $465k | 5.1k | 91.43 |
| 2020-12-31 | $439k | 5.1k | 86.32 |
| 2020-09-30 | $201k | 2.7k | 75.56 |
| 2020-06-30 | $95k | 1.4k | 69.34 |
| 2020-03-31 | $137k | 2.4k | 57.06 |
| 2019-12-31 | $359k | 4.9k | 72.66 |