iShares S&P 1500 Index Fund shares owned by J.w. Cole Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by J.w. Cole Advisors
from 13F filings
Historical chart of J.w. Cole Advisors investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by J.w. Cole Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.3M | 28k | 115.30 |
| 2023-12-31 | $2.7M | 26k | 105.23 |
| 2023-09-30 | $2.3M | 24k | 94.19 |
| 2023-06-30 | $2.2M | 22k | 97.84 |
| 2023-03-31 | $1.9M | 21k | 90.55 |
| 2022-12-31 | $1.8M | 21k | 84.80 |
| 2022-09-30 | $1.7M | 21k | 79.53 |
| 2022-06-30 | $1.9M | 22k | 83.80 |
| 2022-03-31 | $2.3M | 23k | 100.96 |
| 2021-12-31 | $2.3M | 22k | 106.97 |
| 2021-06-30 | $2.5M | 25k | 98.75 |
| 2021-03-31 | $1.6M | 17k | 91.58 |
| 2020-12-31 | $1.4M | 16k | 86.25 |
| 2020-09-30 | $2.1M | 27k | 75.49 |
| 2020-06-30 | $1.1M | 15k | 69.45 |
| 2019-12-31 | $1.9M | 26k | 72.68 |