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

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

Historical chart of Shira Ridge 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 Shira Ridge 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 Shira Ridge Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $359k 3.1k 115.30
2023-12-31 $327k 3.1k 105.23
2023-09-30 $293k 3.1k 94.19
2023-06-30 $304k 3.1k 97.84
2023-03-31 $282k 3.1k 90.55
2022-12-31 $267k 3.1k 84.80