iShares S&P 1500 Index Fund shares owned by TCI Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by TCI Wealth Advisors
from 13F filings
Historical chart of TCI Wealth 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 TCI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 1500 Index Fund by TCI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $592k | 4.2k | 142.43 |
| 2023-03-31 | $53k | 583 | 90.55 |
| 2022-12-31 | $49k | 583 | 84.80 |
| 2022-09-30 | $30k | 383 | 78.33 |
| 2022-06-30 | $32k | 383 | 83.55 |
| 2022-03-31 | $39k | 383 | 101.83 |
| 2021-12-31 | $41k | 383 | 107.05 |
| 2021-09-30 | $48k | 491 | 97.76 |
| 2021-06-30 | $38k | 383 | 99.22 |
| 2021-03-31 | $35k | 383 | 91.38 |
| 2020-12-31 | $33k | 383 | 86.16 |
| 2020-09-30 | $29k | 383 | 75.72 |
| 2020-06-30 | $34k | 491 | 69.25 |
| 2020-03-31 | $11k | 191 | 57.59 |
| 2019-12-31 | $14k | 191 | 73.30 |
| 2019-09-30 | $15k | 225 | 66.67 |
| 2019-06-30 | $15k | 225 | 66.67 |
| 2019-03-31 | $14k | 225 | 62.22 |
| 2017-12-31 | $104k | 1.7k | 61.43 |
| 2017-09-30 | $44k | 757 | 58.12 |
| 2017-06-30 | $42k | 757 | 55.48 |