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iShares S&P 1500 Index Fund shares owned by Newman & Schimel

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

Historical chart of Newman & Schimel 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 Newman & Schimel 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 Newman & Schimel

Quarter filed Position value Share count Share price at filing
2022-12-31 $19M 221k 84.80
2022-09-30 $17M 211k 79.54
2022-06-30 $17M 199k 83.78
2022-03-31 $19M 185k 100.94
2021-12-31 $19M 181k 106.98
2021-09-30 $18M 179k 98.38
2021-06-30 $17M 175k 98.76
2021-03-31 $16M 170k 91.60
2020-12-31 $12M 138k 86.22