iShares S&P 1500 Index Fund shares owned by Alta Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Alta Wealth Advisors
from 13F filings
Historical chart of Alta 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 Alta Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.7M | 25k | 145.65 |
| 2025-06-30 | $3.1M | 23k | 135.04 |
| 2025-03-31 | $2.1M | 18k | 122.01 |
| 2024-12-31 | $2.2M | 17k | 128.62 |
| 2024-09-30 | $2.1M | 17k | 125.62 |
| 2024-06-30 | $1.8M | 15k | 118.78 |
| 2024-03-31 | $1.8M | 16k | 115.30 |
| 2023-12-31 | $1.7M | 16k | 105.23 |
| 2023-09-30 | $1.0M | 11k | 94.19 |
| 2023-06-30 | $1000k | 10k | 97.84 |
| 2023-03-31 | $938k | 10k | 90.55 |
| 2022-12-31 | $781k | 9.2k | 84.80 |
| 2022-09-30 | $780k | 9.8k | 79.56 |
| 2022-06-30 | $814k | 9.7k | 83.88 |
| 2022-03-31 | $1000k | 9.9k | 100.97 |
| 2021-12-31 | $1.1M | 10k | 106.99 |
| 2021-09-30 | $1.1M | 11k | 98.38 |
| 2021-06-30 | $1.1M | 11k | 98.74 |
| 2021-03-31 | $1.0M | 12k | 91.63 |
| 2020-12-31 | $988k | 12k | 86.20 |