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iShares S&P 1500 Index Fund shares owned by Money Concepts Capital Corp

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

Historical chart of Money Concepts Capital Corp 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 Money Concepts 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 Money Concepts Capital Corp

Quarter filed Position value Share count Share price at filing
2024-03-31 $925k 8.0k 115.30
2023-12-31 $837k 8.0k 105.22
2023-09-30 $612k 6.5k 94.18
2023-06-30 $614k 6.3k 97.83
2023-03-31 $180k 17k 10.71
2022-12-31 $1.7M 20k 84.80
2022-09-30 $514k 6.5k 79.48
2022-06-30 $494k 5.8k 84.62
2022-03-31 $1.7M 17k 100.96
2021-12-31 $672k 6.3k 106.99
2021-03-31 $576k 6.3k 91.63
2020-12-31 $884k 10k 86.19