iShares S&P 1500 Index Fund shares owned by Bernardo Wealth Planning
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Bernardo Wealth Planning
from 13F filings
Historical chart of Bernardo Wealth Planning investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Bernardo Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.1M | 18k | 115.30 |
| 2023-12-31 | $2.2M | 21k | 105.23 |
| 2023-09-30 | $2.0M | 22k | 94.19 |
| 2023-06-30 | $2.1M | 22k | 97.84 |
| 2023-03-31 | $2.0M | 22k | 90.55 |
| 2022-12-31 | $1.9M | 22k | 84.80 |
| 2022-09-30 | $2.1M | 25k | 83.05 |
| 2022-06-30 | $2.0M | 24k | 83.75 |
| 2022-03-31 | $2.0M | 20k | 100.91 |
| 2021-12-31 | $1.6M | 15k | 106.98 |
| 2021-09-30 | $1.4M | 14k | 98.33 |
| 2021-06-30 | $1.3M | 13k | 98.74 |
| 2021-03-31 | $1.2M | 13k | 91.59 |
| 2020-12-31 | $1.4M | 17k | 86.20 |
| 2020-09-30 | $782k | 10k | 75.41 |
| 2020-06-30 | $632k | 9.1k | 69.34 |
| 2020-03-31 | $1.5M | 26k | 57.20 |
| 2019-12-31 | $238k | 3.3k | 72.49 |