iShares S&P 1500 Index Fund shares owned by 4J Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by 4J Wealth Management
from 13F filings
Historical chart of 4J 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 4J Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $280k | 2.2k | 125.62 |
| 2024-06-30 | $264k | 2.2k | 118.78 |
| 2024-03-31 | $257k | 2.2k | 115.30 |
| 2023-12-31 | $234k | 2.2k | 105.23 |
| 2023-09-30 | $220k | 2.3k | 94.18 |
| 2023-06-30 | $234k | 2.4k | 97.85 |
| 2023-03-31 | $216k | 2.4k | 90.56 |
| 2022-12-31 | $226k | 2.7k | 84.80 |
| 2022-09-30 | $214k | 2.7k | 79.47 |
| 2022-06-30 | $220k | 2.6k | 83.87 |
| 2022-03-31 | $265k | 2.6k | 100.99 |
| 2021-12-31 | $281k | 2.6k | 107.09 |
| 2021-09-30 | $273k | 2.8k | 98.24 |
| 2021-06-30 | $274k | 2.8k | 98.60 |
| 2021-03-31 | $255k | 2.8k | 91.76 |
| 2020-12-31 | $265k | 3.1k | 85.90 |