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iShares S&P 1500 Index Fund shares owned by Abundance Wealth Counselors

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Abundance Wealth Counselors from 13F filings

Historical chart of Abundance Wealth Counselors 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 Abundance Wealth Counselors 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 Abundance Wealth Counselors

Quarter filed Position value Share count Share price at filing
2025-12-31 $342k 2.3k 148.69
2024-12-31 $930k 7.2k 128.60
2023-12-31 $811k 7.7k 105.28
2022-12-31 $793k 9.4k 84.81
2021-06-30 $448k 4.5k 98.68
2021-03-31 $475k 5.2k 91.61
2020-12-31 $469k 5.4k 86.13
2020-09-30 $411k 5.4k 75.48
2020-06-30 $378k 5.4k 69.42
2020-03-31 $312k 5.5k 57.21
2019-12-31 $1.3M 18k 72.68
2019-09-30 $464k 6.9k 67.08
2019-06-30 $472k 7.1k 66.61
2019-03-31 $594k 9.2k 64.43
2018-12-31 $559k 9.8k 56.76