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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

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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
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