iShares S&P 1500 Index Fund shares owned by Symphony Financial
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Symphony Financial
from 13F filings
Historical chart of Symphony Financial investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Symphony Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $664k | 5.8k | 115.29 |
| 2023-12-31 | $610k | 5.8k | 104.60 |
| 2023-09-30 | $572k | 6.1k | 94.03 |
| 2023-06-30 | $616k | 6.4k | 96.77 |
| 2023-03-31 | $558k | 6.3k | 89.21 |
| 2022-12-31 | $501k | 5.9k | 85.12 |
| 2022-09-30 | $479k | 5.9k | 80.64 |
| 2022-06-30 | $506k | 6.0k | 84.47 |
| 2022-03-31 | $643k | 6.4k | 99.94 |
| 2021-12-31 | $687k | 6.4k | 107.70 |
| 2021-09-30 | $626k | 6.3k | 99.41 |
| 2021-06-30 | $709k | 7.2k | 98.77 |
| 2021-03-31 | $767k | 8.2k | 93.88 |
| 2020-12-31 | $584k | 6.9k | 85.07 |
| 2020-09-30 | $521k | 6.9k | 75.42 |
| 2020-06-30 | $441k | 6.3k | 69.48 |
| 2020-03-31 | $327k | 5.6k | 58.13 |