iShares S&P 1500 Index Fund shares owned by Alliance Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Alliance Wealth Management
from 13F filings
Historical chart of Alliance Wealth Management 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 Alliance Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 1500 Index Fund by Alliance Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.2M | 19k | 115.30 |
| 2023-12-31 | $2.0M | 19k | 105.23 |
| 2023-06-30 | $1.7M | 17k | 97.84 |
| 2023-03-31 | $1.3M | 14k | 90.55 |
| 2022-12-31 | $1.0M | 12k | 84.80 |
| 2022-09-30 | $890k | 11k | 79.56 |
| 2022-06-30 | $991k | 12k | 83.78 |
| 2022-03-31 | $924k | 9.2k | 100.96 |
| 2021-12-31 | $819k | 7.7k | 106.88 |
| 2021-09-30 | $721k | 7.3k | 98.50 |
| 2021-06-30 | $573k | 5.8k | 98.88 |
More positions owned by Alliance Wealth Management
View all positions for Alliance Wealth Management