iShares S&P 1500 Index Fund shares owned by Avalon Advisory Group
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Avalon Advisory Group
from 13F filings
Historical chart of Avalon Advisory Group investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Avalon Advisory Group 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 Avalon Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.3M | 54k | 115.30 |
| 2023-12-31 | $5.8M | 55k | 105.23 |
| 2023-09-30 | $5.2M | 55k | 94.19 |
| 2023-06-30 | $5.4M | 55k | 97.84 |
| 2023-03-31 | $5.0M | 55k | 90.55 |
| 2022-12-31 | $4.9M | 58k | 84.80 |
| 2022-09-30 | $5.2M | 65k | 79.53 |
| 2022-06-30 | $4.7M | 56k | 83.78 |
| 2022-03-31 | $2.7M | 27k | 100.94 |
| 2021-12-31 | $2.5M | 24k | 106.99 |
| 2021-09-30 | $2.8M | 29k | 98.39 |
| 2021-06-30 | $2.9M | 29k | 98.77 |
| 2021-03-31 | $2.9M | 31k | 91.60 |
| 2020-12-31 | $2.9M | 33k | 86.22 |
| 2020-09-30 | $3.1M | 42k | 75.49 |
| 2020-06-30 | $3.5M | 50k | 69.44 |
| 2020-03-31 | $2.7M | 47k | 57.20 |