iShares S&P 1500 Index Fund shares owned by TCG Advisory Services
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by TCG Advisory Services
from 13F filings
Historical chart of TCG Advisory Services investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by TCG Advisory Services 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 TCG Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $420k | 2.9k | 145.67 |
| 2025-06-30 | $526k | 3.9k | 135.05 |
| 2025-03-31 | $539k | 4.4k | 122.01 |
| 2024-12-31 | $658k | 5.1k | 128.62 |
| 2024-09-30 | $710k | 5.7k | 125.62 |
| 2024-06-30 | $698k | 5.9k | 118.79 |
| 2024-03-31 | $694k | 6.0k | 115.31 |
| 2023-12-31 | $640k | 6.1k | 105.22 |
| 2023-09-30 | $683k | 7.2k | 94.19 |
| 2023-06-30 | $1.1M | 11k | 97.84 |
| 2023-03-31 | $893k | 9.9k | 90.55 |
| 2022-12-31 | $906k | 11k | 84.80 |
| 2022-09-30 | $808k | 10k | 79.50 |
| 2022-06-30 | $964k | 12k | 83.78 |
| 2022-03-31 | $1.4M | 14k | 100.92 |
| 2021-12-31 | $1.6M | 15k | 106.96 |
| 2021-09-30 | $1.6M | 16k | 98.38 |
| 2021-06-30 | $1.4M | 14k | 98.76 |
| 2021-03-31 | $1.5M | 16k | 91.62 |