iShares S&P 1500 Index Fund shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors 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 EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 1500 Index Fund by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.6M | 15k | 105.23 |
| 2023-09-30 | $59k | 621 | 94.19 |
| 2023-06-30 | $61k | 621 | 97.84 |
| 2023-03-31 | $56k | 621 | 90.55 |
| 2022-12-31 | $53k | 621 | 84.80 |
| 2022-09-30 | $49k | 621 | 78.91 |
| 2022-06-30 | $68k | 816 | 83.33 |
| 2022-03-31 | $82k | 816 | 100.49 |
| 2021-12-31 | $142k | 1.3k | 107.17 |
More positions owned by EverSource Wealth Advisors
View all positions for EverSource Wealth Advisors