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iShares S&P 1500 Index Fund shares owned by Bridge Advisory

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

Historical chart of Bridge Advisory 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 Bridge Advisory 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 Bridge Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $225k 2.0k 115.31
2023-12-31 $278k 2.6k 105.23
2023-09-30 $327k 3.5k 94.19