iShares S&P 1500 Index Fund shares owned by Traphagen Investment Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Traphagen Investment Advisors
from 13F filings
Historical chart of Traphagen Investment Advisors investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Traphagen Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $706k | 4.8k | 145.66 |
| 2025-06-30 | $656k | 4.9k | 135.04 |
| 2025-03-31 | $573k | 4.7k | 122.00 |
| 2024-12-31 | $592k | 4.6k | 128.61 |
| 2024-09-30 | $556k | 4.4k | 125.61 |
| 2024-06-30 | $546k | 4.6k | 118.79 |
| 2023-12-31 | $320k | 3.0k | 105.24 |
| 2023-09-30 | $274k | 2.9k | 94.19 |
| 2023-06-30 | $216k | 9.0k | 23.91 |
| 2023-03-31 | $373k | 16k | 24.06 |
| 2022-12-31 | $1.0M | 12k | 84.79 |
| 2022-03-31 | $214k | 2.1k | 100.96 |
| 2021-12-31 | $247k | 2.3k | 107.00 |
| 2021-09-30 | $231k | 2.3k | 98.39 |
| 2021-06-30 | $234k | 2.4k | 98.76 |
| 2021-03-31 | $228k | 2.5k | 91.61 |
| 2020-12-31 | $228k | 2.6k | 86.21 |
| 2020-09-30 | $268k | 3.6k | 75.49 |
| 2020-06-30 | $339k | 4.9k | 69.44 |
| 2020-03-31 | $308k | 5.4k | 57.21 |
| 2019-12-31 | $681k | 9.4k | 72.69 |
| 2019-09-30 | $498k | 7.4k | 67.07 |
| 2019-06-30 | $242k | 3.6k | 66.62 |
More positions owned by Traphagen Investment Advisors
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