iShares S&P 1500 Index Fund shares owned by Aaron Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Aaron Wealth Advisors
from 13F filings
Historical chart of Aaron 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 Aaron Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 1500 Index Fund by Aaron Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 16k | 145.65 |
| 2025-06-30 | $2.4M | 18k | 135.04 |
| 2025-03-31 | $2.3M | 19k | 122.01 |
| 2024-12-31 | $2.5M | 19k | 128.62 |
| 2024-09-30 | $2.7M | 21k | 125.62 |
| 2024-06-30 | $2.0M | 17k | 118.78 |
| 2024-03-31 | $2.1M | 19k | 115.30 |
| 2023-12-31 | $2.0M | 19k | 105.23 |
| 2023-09-30 | $1.8M | 19k | 94.19 |
| 2023-06-30 | $1.8M | 19k | 97.84 |
| 2023-03-31 | $1.7M | 19k | 90.55 |
| 2022-12-31 | $1.6M | 19k | 84.80 |
| 2022-09-30 | $1.5M | 18k | 79.52 |
| 2022-06-30 | $1.5M | 18k | 83.76 |
| 2022-03-31 | $4.3M | 434k | 9.91 |