iShares S&P 1500 Index Fund shares owned by Aletheian Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Aletheian Wealth Advisors
from 13F filings
Historical chart of Aletheian Wealth Advisors investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Aletheian Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $23M | 180k | 125.62 |
| 2024-06-30 | $21M | 175k | 118.78 |
| 2024-03-31 | $19M | 168k | 115.30 |
| 2023-12-31 | $17M | 158k | 105.23 |
| 2023-09-30 | $15M | 157k | 94.19 |
| 2023-06-30 | $15M | 155k | 97.84 |
| 2023-03-31 | $13M | 140k | 90.55 |
| 2022-12-31 | $10M | 121k | 84.80 |
| 2022-09-30 | $8.3M | 105k | 79.54 |
| 2022-06-30 | $8.7M | 104k | 83.78 |
| 2022-03-31 | $9.7M | 96k | 100.94 |
| 2021-12-31 | $12M | 115k | 106.98 |