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
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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
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Able Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.1M | 28k | 145.65 |
| 2025-06-30 | $3.8M | 28k | 135.04 |
| 2025-03-31 | $2.7M | 22k | 122.01 |
| 2024-12-31 | $2.6M | 20k | 128.62 |
| 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 |