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iShares S&P 1500 Index Fund shares owned by Birchcreek Wealth Management

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

Historical chart of Birchcreek Wealth 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 Birchcreek Wealth 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 Birchcreek Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $233k 2.0k 115.31
2023-12-31 $209k 2.0k 105.24
2023-09-30 $231k 2.5k 94.21
2023-06-30 $234k 2.4k 97.85
2023-03-31 $219k 2.4k 90.56
2022-12-31 $253k 3.0k 84.80
2022-09-30 $305k 3.8k 79.49
2022-06-30 $264k 3.2k 83.68
2022-03-31 $322k 3.2k 101.00
2021-12-31 $301k 2.8k 107.08
2021-09-30 $269k 2.7k 98.35
2021-06-30 $262k 2.6k 98.94
2021-03-31 $231k 2.5k 91.56
2020-12-31 $238k 2.8k 85.89