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iShares S&P 1500 Index Fund shares owned by Steward Partners Investment Advisory

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

Historical chart of Steward Partners Investment 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 Steward Partners Investment 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 Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.4M 73k 115.30
2023-12-31 $7.0M 66k 105.23
2023-09-30 $5.9M 63k 94.19
2023-06-30 $6.1M 62k 97.84
2023-03-31 $5.9M 65k 90.55
2022-12-31 $5.6M 67k 84.80
2022-09-30 $5.2M 65k 79.54
2022-06-30 $5.4M 65k 83.78
2022-03-31 $6.6M 65k 100.94
2021-12-31 $7.3M 68k 106.98
2021-09-30 $6.7M 68k 98.38
2021-03-31 $6.1M 67k 91.60
2020-09-30 $4.9M 65k 75.50
2020-06-30 $4.1M 59k 69.44
2020-03-31 $5.4M 94k 57.21
2019-12-31 $9.1M 126k 72.69
2019-09-30 $7.2M 107k 67.07
2019-06-30 $5.9M 88k 66.62
2019-03-31 $7.3M 113k 64.40
2018-12-31 $6.1M 108k 56.75
2018-09-30 $6.9M 103k 66.63
2018-06-30 $5.8M 93k 62.52
2018-03-31 $4.9M 81k 60.45
2017-12-31 $4.7M 76k 61.13
2017-09-30 $3.5M 61k 57.61
2017-06-30 $2.4M 44k 55.42
2017-03-31 $206k 3.8k 54.01