iShares S&P 1500 Index Fund shares owned by Angeles Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Angeles Wealth Management
from 13F filings
Historical chart of Angeles Wealth Management investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Angeles Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Angeles Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $44k | 299 | 145.65 |
| 2025-06-30 | $42k | 310 | 135.04 |
| 2025-03-31 | $58k | 474 | 122.01 |
| 2024-12-31 | $61k | 474 | 128.62 |
| 2024-09-30 | $58k | 463 | 125.62 |
| 2024-06-30 | $55k | 463 | 118.78 |
| 2024-03-31 | $49k | 427 | 115.30 |
| 2023-09-30 | $20k | 217 | 94.19 |
| 2023-06-30 | $9.0k | 92 | 97.84 |
| 2023-03-31 | $8.3k | 92 | 90.55 |
| 2022-12-31 | $190k | 2.2k | 84.80 |