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
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 1500 Index Fund held by Alaethes Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 1500 Index Fund by Alaethes Wealth
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |