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iShares S&P 1500 Index Fund shares owned by Punch & Associates Investment Management

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Punch & Associates Investment Management from 13F filings

Historical chart of Punch & Associates Investment Management 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 Punch & Associates Investment Management 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 Punch & Associates Investment Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $205k 2.0k 105.23
2023-09-30 $184k 2.0k 94.19
2023-06-30 $191k 2.0k 97.84
2023-03-31 $177k 2.0k 90.55
2022-12-31 $165k 2.0k 84.80
2022-09-30 $155k 2.0k 79.49
2022-06-30 $54k 650 83.08
2022-03-31 $66k 650 101.54
2021-12-31 $70k 650 107.69
2021-09-30 $64k 650 98.46
2021-06-30 $64k 650 98.46