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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 1500 Index Fund held by 180 Wealth Advisors 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 180 Wealth Advisors

Quarter filed Position value Share count Share price at filing
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