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iShares S&P 1500 Index Fund shares owned by North Ridge Wealth Advisors

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

Historical chart of North Ridge 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 North Ridge Wealth Advisors 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 North Ridge Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $725k 6.3k 115.31
2023-12-31 $683k 6.5k 105.23
2023-09-30 $646k 6.9k 94.19
2023-06-30 $688k 7.0k 97.84
2023-03-31 $719k 7.9k 90.55