iShares S&P 1500 Index Fund shares owned by Truepoint
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Truepoint
from 13F filings
Historical chart of Truepoint investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Truepoint
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $43M | 344k | 125.62 |
| 2024-06-30 | $41M | 348k | 118.78 |
| 2024-03-31 | $41M | 358k | 115.30 |
| 2023-12-31 | $37M | 352k | 105.23 |
| 2023-09-30 | $34M | 364k | 94.19 |
| 2023-06-30 | $36M | 365k | 97.84 |
| 2023-03-31 | $33M | 368k | 90.55 |
| 2022-12-31 | $32M | 373k | 84.80 |
| 2022-09-30 | $30M | 382k | 79.54 |
| 2022-06-30 | $32M | 387k | 83.78 |
| 2022-03-31 | $40M | 397k | 100.94 |
| 2021-12-31 | $45M | 416k | 106.98 |
| 2021-09-30 | $41M | 421k | 98.38 |
| 2021-06-30 | $44M | 448k | 98.76 |
| 2021-03-31 | $42M | 459k | 91.60 |
| 2020-12-31 | $40M | 463k | 86.22 |
| 2020-09-30 | $36M | 477k | 75.49 |
| 2020-06-30 | $30M | 500k | 59.82 |
| 2020-03-31 | $32M | 559k | 57.21 |
| 2019-12-31 | $23M | 320k | 72.69 |
| 2019-09-30 | $22M | 327k | 67.07 |
| 2019-06-30 | $19M | 290k | 66.63 |
| 2019-03-31 | $14M | 217k | 64.40 |
| 2018-12-31 | $12M | 203k | 56.76 |
| 2018-09-30 | $1.3M | 20k | 66.62 |
| 2018-06-30 | $1.3M | 21k | 62.54 |
| 2018-03-31 | $15k | 919 | 16.55 |
| 2017-12-31 | $788k | 13k | 61.13 |
| 2017-09-30 | $678k | 678k | 1.00 |
| 2017-06-30 | $666k | 12k | 56.58 |
| 2017-03-31 | $631k | 12k | 54.00 |
| 2016-09-30 | $343k | 6.9k | 49.58 |
| 2016-06-30 | $326k | 3.4k | 95.35 |
| 2016-03-31 | $402k | 4.3k | 93.34 |
| 2015-12-31 | $452k | 4.9k | 92.83 |
| 2015-09-30 | $392k | 4.5k | 87.60 |