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

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

Historical chart of Provence Wealth Management Group 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 Provence Wealth Management Group 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 Provence Wealth Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.4k 51 105.24
2023-09-30 $12k 131 94.19
2023-06-30 $439k 4.5k 97.84
2022-03-31 $207k 2.1k 100.73
2021-12-31 $220k 2.1k 107.06