iShares S&P 1500 Index Fund shares owned by Sugarloaf Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Sugarloaf Wealth Management
from 13F filings
Historical chart of Sugarloaf Wealth Management investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Sugarloaf Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.3M | 11k | 115.30 |
| 2023-12-31 | $1.2M | 12k | 105.23 |
| 2023-09-30 | $1.0M | 11k | 94.19 |
| 2023-06-30 | $982k | 10k | 97.84 |
| 2023-03-31 | $946k | 10k | 90.55 |
| 2022-12-31 | $1.2M | 14k | 84.80 |
| 2022-09-30 | $1.2M | 15k | 79.57 |
| 2022-06-30 | $1.3M | 16k | 83.79 |
| 2022-03-31 | $16M | 156k | 101.15 |
| 2021-12-31 | $16M | 153k | 106.98 |
| 2021-09-30 | $15M | 150k | 98.38 |
| 2021-06-30 | $14M | 146k | 98.99 |
| 2021-03-31 | $13M | 103 | 122893.20 |
| 2020-12-31 | $14M | 161k | 86.22 |
| 2020-09-30 | $11M | 150k | 76.10 |
| 2020-06-30 | $7.8M | 113k | 69.44 |
| 2020-03-31 | $6.8M | 119k | 57.21 |
| 2019-12-31 | $11M | 146k | 72.69 |
More positions owned by Sugarloaf Wealth Management
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