iShares S&P 1500 Index Fund shares owned by Able Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Able Wealth Management
from 13F filings
Historical chart of Able 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 Able Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 1500 Index Fund by Able Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $2.6M | 21k | 125.62 |
2024-06-30 | $2.5M | 21k | 118.78 |
2024-03-31 | $2.9M | 25k | 115.30 |
2023-12-31 | $2.3M | 22k | 105.23 |