iShares S&P 1500 Index Fund shares owned by Whitney & Company
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Whitney & Company
from 13F filings
Historical chart of Whitney & Company investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Whitney & Company 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 Whitney & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $25M | 201k | 125.62 |
| 2024-06-30 | $24M | 201k | 118.78 |
| 2024-03-31 | $23M | 202k | 115.30 |
| 2023-12-31 | $22M | 208k | 105.23 |
| 2023-09-30 | $20M | 209k | 94.19 |
| 2023-06-30 | $20M | 206k | 97.84 |
| 2023-03-31 | $18M | 201k | 90.55 |
| 2022-12-31 | $16M | 192k | 84.80 |
| 2022-09-30 | $15M | 192k | 79.54 |
| 2022-06-30 | $16M | 196k | 83.78 |
| 2022-03-31 | $19M | 191k | 100.94 |
| 2021-12-31 | $20M | 190k | 106.98 |
| 2021-09-30 | $18M | 184k | 98.38 |
| 2021-06-30 | $18M | 185k | 98.76 |
| 2021-03-31 | $17M | 182k | 91.60 |
| 2020-12-31 | $16M | 176k | 89.04 |
| 2020-09-30 | $14M | 182k | 75.49 |
| 2020-06-30 | $13M | 187k | 69.44 |
| 2020-03-31 | $11M | 189k | 57.21 |
| 2019-12-31 | $13M | 182k | 72.69 |
| 2019-09-30 | $13M | 181k | 69.51 |
| 2019-06-30 | $12M | 179k | 66.63 |
| 2019-03-31 | $12M | 186k | 66.90 |
| 2018-12-31 | $13M | 204k | 62.13 |
| 2018-09-30 | $5.2M | 81k | 63.97 |
| 2018-06-30 | $3.1M | 50k | 62.53 |
| 2018-03-31 | $2.8M | 46k | 60.46 |
| 2017-12-31 | $1.8M | 30k | 61.13 |
| 2017-09-30 | $1.1M | 19k | 55.40 |
| 2017-06-30 | $1.1M | 19k | 55.40 |
| 2017-03-31 | $626k | 12k | 54.04 |
| 2016-12-31 | $455k | 8.9k | 51.27 |
| 2016-09-30 | $252k | 5.1k | 49.56 |