iShares S&P 1500 Index Fund shares owned by Abound Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Abound Wealth Management
from 13F filings
Historical chart of Abound 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 Abound Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.4M | 37k | 145.65 |
| 2025-06-30 | $4.9M | 37k | 135.04 |
| 2025-03-31 | $2.3M | 19k | 122.01 |
| 2024-12-31 | $2.4M | 19k | 128.62 |
| 2024-09-30 | $1.7M | 13k | 125.62 |
| 2024-06-30 | $1.6M | 13k | 118.78 |
| 2024-03-31 | $1.5M | 13k | 115.30 |
| 2023-12-31 | $1.4M | 13k | 105.23 |
| 2023-09-30 | $1.1M | 12k | 94.19 |
| 2023-06-30 | $1.1M | 12k | 97.84 |
| 2023-03-31 | $1.1M | 12k | 90.55 |
| 2022-12-31 | $971k | 11k | 84.80 |
| 2022-09-30 | $2.3M | 29k | 79.54 |
| 2022-06-30 | $3.5M | 42k | 83.78 |
| 2022-03-31 | $896k | 8.9k | 100.95 |
| 2021-12-31 | $45k | 421 | 107.00 |