iShares S&P 1500 Index Fund shares owned by Western Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Western Wealth Management
from 13F filings
Historical chart of Western 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 Western Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 1500 Index Fund by Western Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.7M | 33k | 115.30 |
| 2023-12-31 | $3.4M | 32k | 105.23 |
| 2023-09-30 | $2.9M | 31k | 94.19 |
| 2023-06-30 | $2.8M | 28k | 97.84 |
| 2023-03-31 | $2.7M | 29k | 90.55 |
| 2022-12-31 | $2.5M | 29k | 84.80 |
| 2022-09-30 | $4.7M | 59k | 79.57 |
| 2022-06-30 | $4.8M | 58k | 83.82 |
| 2022-03-31 | $5.9M | 58k | 100.95 |
| 2021-12-31 | $4.0M | 38k | 107.06 |
| 2021-06-30 | $3.7M | 37k | 98.60 |
| 2021-03-31 | $3.4M | 37k | 91.61 |
| 2020-12-31 | $3.6M | 41k | 86.23 |
| 2020-09-30 | $3.0M | 40k | 75.49 |
| 2020-06-30 | $3.8M | 54k | 69.44 |
| 2020-03-31 | $3.5M | 62k | 57.18 |
| 2019-12-31 | $2.8M | 38k | 72.68 |
| 2019-09-30 | $2.6M | 39k | 67.10 |
| 2019-06-30 | $2.6M | 39k | 66.76 |
| 2019-03-31 | $2.4M | 37k | 64.23 |
| 2018-12-31 | $660k | 12k | 56.78 |