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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 1500 Index Fund held by True Link Financial Advisors 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 True Link Financial Advisors

Quarter filed Position value Share count Share price at filing
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