iShares S&P 1500 Index Fund shares owned by Amplius Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Amplius Wealth Advisors
from 13F filings
Historical chart of Amplius 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 Amplius Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.5M | 60k | 125.62 |
| 2024-06-30 | $7.5M | 63k | 118.78 |
| 2024-03-31 | $6.4M | 56k | 115.30 |
| 2023-12-31 | $6.4M | 61k | 105.23 |
| 2023-09-30 | $5.9M | 63k | 94.19 |
| 2023-06-30 | $6.2M | 64k | 97.84 |
| 2023-03-31 | $5.5M | 61k | 90.55 |
| 2022-12-31 | $5.1M | 60k | 84.80 |
| 2022-09-30 | $4.0M | 50k | 79.54 |
| 2022-06-30 | $3.7M | 45k | 83.77 |
| 2022-03-31 | $5.1M | 50k | 100.93 |
| 2021-12-31 | $5.9M | 55k | 106.97 |