iShares S&P 1500 Index Fund shares owned by Adams Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Adams Wealth Management
from 13F filings
Historical chart of Adams 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 Adams Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $912k | 6.3k | 145.65 |
| 2025-06-30 | $1.0M | 7.7k | 135.04 |
| 2025-03-31 | $1.1M | 8.9k | 122.01 |
| 2024-12-31 | $1.1M | 8.9k | 128.62 |
| 2024-09-30 | $1.1M | 9.1k | 125.62 |
| 2024-06-30 | $1.1M | 9.4k | 118.78 |
| 2024-03-31 | $1.6M | 14k | 115.30 |
| 2023-12-31 | $2.0M | 19k | 105.23 |
| 2023-09-30 | $2.7M | 29k | 94.19 |
| 2023-06-30 | $2.8M | 29k | 97.84 |
| 2023-03-31 | $2.9M | 32k | 90.55 |
| 2022-12-31 | $2.8M | 33k | 84.80 |
| 2022-09-30 | $2.6M | 33k | 79.54 |
| 2022-06-30 | $5.1M | 61k | 83.77 |
| 2022-03-31 | $7.0M | 69k | 100.94 |
| 2021-12-31 | $7.3M | 69k | 106.98 |
| 2021-09-30 | $6.3M | 64k | 98.39 |
| 2021-06-30 | $6.1M | 62k | 98.76 |
| 2021-03-31 | $5.3M | 58k | 91.59 |
| 2020-12-31 | $2.0M | 24k | 86.24 |
| 2020-09-30 | $1.2M | 16k | 75.48 |
| 2020-06-30 | $776k | 11k | 69.48 |