iShares S&P 1500 Index Fund shares owned by Winthrop Advisory Group
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Winthrop Advisory Group
from 13F filings
Historical chart of Winthrop Advisory Group investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Winthrop Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $99M | 784k | 125.62 |
| 2024-06-30 | $90M | 760k | 118.78 |
| 2024-03-31 | $83M | 716k | 115.30 |
| 2023-12-31 | $72M | 681k | 105.23 |
| 2023-09-30 | $60M | 633k | 94.62 |
| 2023-06-30 | $56M | 576k | 97.84 |
| 2023-03-31 | $47M | 521k | 90.55 |
| 2022-12-31 | $42M | 500k | 84.80 |
| 2022-09-30 | $39M | 490k | 79.54 |
| 2022-06-30 | $42M | 496k | 83.78 |
| 2022-03-31 | $51M | 503k | 100.94 |
| 2021-12-31 | $51M | 477k | 106.98 |
| 2021-09-30 | $44M | 446k | 98.38 |
| 2021-06-30 | $41M | 417k | 98.77 |
| 2021-03-31 | $33M | 356k | 91.60 |
| 2020-12-31 | $23M | 270k | 86.22 |
| 2020-09-30 | $17M | 223k | 76.05 |
| 2020-06-30 | $13M | 184k | 69.81 |
| 2020-03-31 | $10M | 177k | 57.21 |
| 2019-12-31 | $15M | 210k | 72.69 |
| 2019-09-30 | $13M | 189k | 67.07 |
| 2019-06-30 | $11M | 169k | 66.63 |
| 2019-03-31 | $616k | 9.5k | 64.86 |