iShares S&P 1500 Index Fund shares owned by True Link Financial Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by True Link Financial Advisors
from 13F filings
Historical chart of True Link Financial Advisors investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by True Link Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $155M | 1.1M | 145.65 |
| 2025-06-30 | $143M | 1.1M | 135.04 |
| 2025-03-31 | $117M | 960k | 122.01 |
| 2024-12-31 | $120M | 930k | 128.62 |
| 2024-09-30 | $115M | 916k | 125.62 |
| 2024-06-30 | $102M | 859k | 118.78 |
| 2024-03-31 | $98M | 851k | 115.30 |
| 2023-12-31 | $89M | 841k | 105.23 |
| 2023-09-30 | $70M | 745k | 94.19 |
| 2023-06-30 | $73M | 745k | 97.84 |
| 2023-03-31 | $44M | 482k | 90.55 |
| 2022-12-31 | $34M | 406k | 84.80 |
| 2022-09-30 | $29M | 363k | 79.54 |
| 2022-06-30 | $27M | 319k | 83.78 |
| 2022-03-31 | $28M | 280k | 100.94 |
| 2021-12-31 | $31M | 293k | 106.98 |
| 2021-09-30 | $29M | 291k | 98.38 |
| 2021-06-30 | $29M | 289k | 98.76 |
| 2021-03-31 | $26M | 283k | 91.60 |
| 2020-12-31 | $25M | 287k | 86.22 |
More positions owned by True Link Financial Advisors
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