iShares S&P 1500 Index Fund shares owned by Yale Capital Corp.
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Yale Capital Corp.
from 13F filings
Historical chart of Yale Capital Corp. investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Yale Capital Corp. 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 Yale Capital Corp.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $314k | 2.2k | 145.68 |
| 2025-06-30 | $291k | 2.2k | 135.05 |
| 2025-03-31 | $263k | 2.2k | 122.00 |
| 2024-12-31 | $275k | 2.1k | 128.59 |
| 2024-09-30 | $268k | 2.1k | 125.63 |
| 2024-03-31 | $246k | 2.1k | 115.27 |
| 2023-09-30 | $201k | 2.1k | 94.20 |
| 2023-06-30 | $209k | 2.1k | 97.85 |
| 2022-12-31 | $203k | 2.4k | 84.78 |
| 2022-06-30 | $205k | 2.4k | 83.74 |
| 2022-03-31 | $247k | 2.4k | 100.94 |
| 2021-12-31 | $262k | 2.4k | 107.07 |
| 2021-09-30 | $241k | 2.4k | 98.53 |
| 2021-06-30 | $242k | 2.4k | 98.94 |
| 2021-03-31 | $224k | 2.4k | 91.58 |
| 2020-12-31 | $211k | 2.4k | 86.26 |
| 2020-09-30 | $231k | 3.1k | 75.61 |
| 2020-06-30 | $212k | 3.1k | 69.39 |
| 2019-12-31 | $222k | 3.1k | 72.69 |
| 2019-09-30 | $205k | 3.1k | 67.13 |
| 2019-06-30 | $203k | 3.1k | 66.47 |
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