iShares S&P 1500 Index Fund shares owned by Alaethes Wealth
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Alaethes Wealth
from 13F filings
Historical chart of Alaethes Wealth investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Alaethes Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $409k | 2.8k | 145.65 |
| 2025-06-30 | $379k | 2.8k | 135.04 |
| 2025-03-31 | $342k | 2.8k | 122.01 |
| 2024-12-31 | $361k | 2.8k | 128.62 |
| 2024-09-30 | $352k | 2.8k | 125.62 |
| 2024-06-30 | $333k | 2.8k | 118.78 |
| 2024-03-31 | $323k | 2.8k | 115.30 |
| 2023-12-31 | $295k | 2.8k | 105.23 |
| 2023-09-30 | $273k | 2.9k | 94.19 |
| 2023-06-30 | $283k | 2.9k | 97.84 |
| 2023-03-31 | $272k | 3.0k | 90.55 |
| 2022-12-31 | $255k | 3.0k | 84.80 |
| 2022-09-30 | $238k | 3.0k | 79.63 |
| 2022-06-30 | $258k | 3.1k | 83.79 |
| 2022-03-31 | $355k | 3.5k | 100.85 |
| 2021-12-31 | $382k | 3.6k | 107.00 |
| 2021-09-30 | $352k | 3.6k | 98.46 |
| 2021-06-30 | $353k | 3.6k | 98.74 |
| 2021-03-31 | $327k | 3.6k | 91.47 |