iShares S&P 1500 Index Fund shares owned by XML Financial
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by XML Financial
from 13F filings
Historical chart of XML Financial investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by XML Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $742k | 5.1k | 145.65 |
| 2025-06-30 | $800k | 5.9k | 135.04 |
| 2025-03-31 | $723k | 5.9k | 122.01 |
| 2024-12-31 | $657k | 5.1k | 128.62 |
| 2024-09-30 | $611k | 4.9k | 125.62 |
| 2024-06-30 | $579k | 4.9k | 118.78 |
| 2024-03-31 | $562k | 4.9k | 115.30 |
| 2023-09-30 | $459k | 4.9k | 94.19 |
| 2023-06-30 | $477k | 4.9k | 97.84 |
| 2023-03-31 | $441k | 4.9k | 90.55 |
| 2022-12-31 | $413k | 4.9k | 84.80 |
| 2022-09-30 | $388k | 4.9k | 79.59 |
| 2022-06-30 | $408k | 4.9k | 83.69 |
| 2022-03-31 | $480k | 4.8k | 100.95 |
| 2021-12-31 | $509k | 4.8k | 107.05 |
| 2021-09-30 | $468k | 4.8k | 98.42 |
| 2021-06-30 | $470k | 4.8k | 98.84 |
| 2021-03-31 | $436k | 4.8k | 91.69 |
| 2020-12-31 | $410k | 4.8k | 86.23 |
| 2020-09-30 | $359k | 4.8k | 75.50 |
| 2020-06-30 | $330k | 4.8k | 69.40 |
| 2020-03-31 | $272k | 4.8k | 57.20 |
| 2019-12-31 | $375k | 5.2k | 72.67 |