iShares S&P 1500 Index Fund shares owned by Icon Wealth Partners
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Icon Wealth Partners
from 13F filings
Historical chart of Icon Wealth Partners 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 Icon Wealth Partners 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 Icon Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $1.3M | 14k | 94.19 |
| 2023-06-30 | $1.3M | 14k | 97.84 |
| 2023-03-31 | $1.2M | 14k | 90.55 |
| 2022-06-30 | $1.2M | 14k | 83.78 |
| 2022-03-31 | $1.4M | 14k | 100.93 |
| 2021-12-31 | $1.5M | 14k | 106.97 |
| 2021-09-30 | $1.4M | 14k | 98.41 |
| 2021-06-30 | $1.4M | 14k | 98.76 |
| 2021-03-31 | $1.3M | 14k | 91.60 |
| 2020-12-31 | $1.3M | 15k | 86.20 |
| 2020-09-30 | $1.2M | 16k | 75.47 |
| 2020-06-30 | $1.1M | 16k | 69.44 |
| 2020-03-31 | $3.4M | 59k | 57.21 |
| 2019-12-31 | $8.3M | 115k | 72.69 |
| 2019-09-30 | $12M | 180k | 67.07 |
| 2019-06-30 | $14M | 206k | 66.63 |
| 2019-03-31 | $9.6M | 150k | 64.40 |
| 2018-12-31 | $1.5M | 27k | 56.77 |
| 2017-12-31 | $53k | 862 | 61.48 |