iShares S&P 1500 Index Fund shares owned by Strategic Financial
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Strategic Financial
from 13F filings
Historical chart of Strategic Financial investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Strategic Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.2M | 30k | 105.23 |
| 2023-09-30 | $2.9M | 31k | 94.19 |
| 2023-06-30 | $3.1M | 32k | 97.84 |
| 2023-03-31 | $3.0M | 33k | 90.55 |
| 2022-12-31 | $2.8M | 33k | 84.80 |
| 2022-09-30 | $2.9M | 37k | 79.55 |
| 2022-06-30 | $3.1M | 37k | 83.79 |
| 2022-03-31 | $4.4M | 44k | 100.95 |
| 2021-12-31 | $4.7M | 44k | 106.98 |
| 2021-09-30 | $1.5M | 15k | 98.36 |
| 2021-06-30 | $1.5M | 15k | 98.79 |
| 2021-03-31 | $1.4M | 15k | 91.61 |
| 2020-12-31 | $1.4M | 16k | 86.21 |
| 2020-09-30 | $1.2M | 16k | 75.51 |
| 2020-06-30 | $1.1M | 16k | 69.46 |
| 2020-03-31 | $805k | 14k | 57.21 |
| 2019-12-31 | $831k | 11k | 72.70 |
| 2019-09-30 | $629k | 9.4k | 67.09 |
| 2019-06-30 | $551k | 8.3k | 66.68 |
| 2019-03-31 | $395k | 6.1k | 64.43 |
| 2018-12-31 | $353k | 6.2k | 56.83 |
| 2018-09-30 | $422k | 6.3k | 66.66 |
| 2018-06-30 | $355k | 5.7k | 62.56 |
| 2018-03-31 | $302k | 5.0k | 60.55 |
| 2017-12-31 | $260k | 4.2k | 61.21 |
| 2017-09-30 | $258k | 4.5k | 57.56 |
| 2017-06-30 | $234k | 4.2k | 55.45 |