Athena Capital Advisors »

iShares S&P 1500 Index Fund shares owned by Athena Capital Advisors

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Athena Capital Advisors from 13F filings

Historical chart of Athena Capital Advisors investment in iShares S&P 1500 Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 1500 Index Fund held by Athena Capital Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 1500 Index Fund by Athena Capital Advisors

Quarter filed Position value Share count Share price at filing
2020-06-30 $213k 3.1k 69.38
2019-12-31 $239k 3.3k 72.56
2019-09-30 $261k 3.9k 66.94
2019-06-30 $272k 4.1k 66.67
2018-12-31 $174k 3.1k 56.86
2018-09-30 $201k 3.0k 66.78