iShares S&P 1500 Index Fund shares owned by Wealth Effects
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Wealth Effects
from 13F filings
Historical chart of Wealth Effects 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 Wealth Effects consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 1500 Index Fund by Wealth Effects
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.8M | 16k | 115.30 |
2023-12-31 | $1.7M | 16k | 105.23 |
2023-09-30 | $1.9M | 20k | 94.19 |
2023-06-30 | $1.9M | 20k | 97.84 |
2023-03-31 | $1.8M | 20k | 90.55 |
2022-12-31 | $1.7M | 20k | 84.80 |