iShares S&P 1500 Index Fund shares owned by 180 Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by 180 Wealth Advisors
from 13F filings
Historical chart of 180 Wealth Advisors investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by 180 Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $364k | 2.8k | 128.64 |
2024-09-30 | $347k | 2.8k | 125.64 |
2024-06-30 | $349k | 2.9k | 121.49 |
2024-03-31 | $337k | 2.9k | 115.30 |
2023-12-31 | $309k | 3.0k | 104.52 |
2023-09-30 | $274k | 2.9k | 94.19 |
2023-06-30 | $295k | 3.0k | 98.04 |
2023-03-31 | $272k | 3.0k | 90.55 |
2022-12-31 | $274k | 3.0k | 90.11 |
2022-09-30 | $236k | 3.0k | 79.43 |
2022-06-30 | $257k | 3.0k | 84.65 |
2022-03-31 | $304k | 3.1k | 99.41 |
2021-12-31 | $322k | 3.3k | 97.99 |
2021-09-30 | $350k | 3.4k | 102.31 |
2021-06-30 | $385k | 3.8k | 101.42 |
2021-03-31 | $391k | 4.1k | 95.25 |
2020-12-31 | $399k | 4.5k | 88.08 |
2020-09-30 | $393k | 5.1k | 77.73 |
2020-06-30 | $381k | 5.3k | 72.50 |
2020-03-31 | $1.0M | 18k | 55.71 |
2019-12-31 | $1.4M | 19k | 74.10 |
2019-09-30 | $1.5M | 22k | 66.97 |
2019-06-30 | $1.8M | 26k | 67.02 |
2019-03-31 | $1.9M | 28k | 65.71 |
2018-12-31 | $2.0M | 30k | 66.64 |
2018-09-30 | $2.0M | 30k | 66.62 |
2018-06-30 | $2.0M | 32k | 62.54 |
2018-03-31 | $1.4M | 24k | 60.37 |
2017-12-31 | $623k | 10k | 61.12 |