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iShares S&P 1500 Index Fund shares owned by Private Portfolio Partners

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

Historical chart of Private Portfolio Partners 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 Private Portfolio Partners 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 Private Portfolio Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $834k 7.2k 115.30
2023-12-31 $756k 7.2k 105.23
2023-09-30 $678k 7.2k 94.20
2023-06-30 $694k 7.1k 97.85
2023-03-31 $625k 6.9k 90.55
2022-12-31 $647k 7.6k 84.80
2022-09-30 $610k 7.7k 79.54
2022-06-30 $650k 7.8k 83.79
2022-03-31 $784k 7.8k 100.95
2021-12-31 $897k 8.4k 106.99
2021-09-30 $811k 8.2k 98.38
2021-06-30 $875k 8.9k 98.76
2021-03-31 $736k 8.0k 91.60
2020-12-31 $453k 5.3k 86.24
2020-09-30 $229k 3.0k 75.53
2020-03-31 $311k 5.4k 57.29
2019-12-31 $1.5M 18k 83.33
2019-09-30 $1.3M 18k 71.43
2019-06-30 $2.4M 37k 66.62
2019-03-31 $1.7M 26k 64.42