iShares S&P 1500 Index Fund shares owned by UMA Financial Services
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by UMA Financial Services 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 UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $20M | 155k | 127.06 |
| 2024-06-30 | $21M | 166k | 123.94 |
| 2024-03-31 | $19M | 170k | 110.53 |
| 2023-12-31 | $20M | 183k | 106.61 |
| 2023-09-30 | $18M | 193k | 95.05 |
| 2023-06-30 | $19M | 196k | 98.04 |
| 2023-03-31 | $18M | 196k | 91.40 |
| 2022-12-31 | $18M | 203k | 89.12 |
| 2022-09-30 | $17M | 200k | 83.96 |
| 2022-06-30 | $18M | 195k | 91.30 |
| 2022-03-31 | $21M | 218k | 95.62 |
| 2021-12-31 | $22M | 207k | 104.65 |
| 2021-09-30 | $20M | 199k | 102.19 |
| 2021-06-30 | $20M | 196k | 99.84 |
| 2021-03-31 | $18M | 195k | 93.87 |
| 2020-12-31 | $18M | 193k | 91.15 |
| 2020-09-30 | $14M | 185k | 74.84 |
| 2020-06-30 | $14M | 189k | 75.57 |
| 2020-03-31 | $12M | 189k | 61.89 |
| 2019-12-31 | $15M | 207k | 74.00 |
| 2019-09-30 | $15M | 208k | 70.90 |