iShares S&P 1500 Index Fund shares owned by Accurate Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Accurate Wealth Management
from 13F filings
Historical chart of Accurate 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 Accurate Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.1M | 35k | 145.06 |
| 2025-06-30 | $4.6M | 34k | 137.00 |
| 2025-03-31 | $706k | 6.1k | 115.97 |
| 2024-12-31 | $1.4M | 11k | 127.48 |
| 2024-09-30 | $4.9M | 38k | 127.06 |
| 2024-06-30 | $5.1M | 42k | 122.84 |
| 2024-03-31 | $219k | 2.0k | 108.80 |
| 2023-12-31 | $4.4M | 42k | 105.05 |
| 2023-09-30 | $217k | 2.3k | 95.83 |
| 2023-06-30 | $5.1M | 51k | 99.36 |
| 2023-03-31 | $5.3M | 59k | 90.31 |
| 2022-12-31 | $64k | 741 | 86.80 |
| 2022-09-30 | $200k | 2.4k | 82.17 |
| 2022-03-31 | $7.2M | 72k | 100.94 |
| 2021-12-31 | $863k | 8.1k | 106.08 |
| 2021-06-30 | $3.5M | 36k | 98.75 |
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