iShares S&P 1500 Index Fund shares owned by Apollon Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Apollon Wealth Management
from 13F filings
Historical chart of Apollon 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 Apollon Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 1500 Index Fund by Apollon Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $2.5M | 20k | 125.62 |
2024-06-30 | $2.7M | 23k | 118.78 |
2024-03-31 | $2.9M | 25k | 115.30 |
2023-12-31 | $5.7M | 54k | 105.23 |
2023-09-30 | $1.2M | 13k | 94.19 |
2023-06-30 | $2.8M | 28k | 97.84 |
2023-03-31 | $2.8M | 31k | 90.55 |
2022-12-31 | $1.1M | 14k | 84.80 |
2022-09-30 | $907k | 11k | 79.56 |
2022-06-30 | $911k | 11k | 83.80 |
2022-03-31 | $1.2M | 12k | 100.92 |
2021-12-31 | $804k | 7.5k | 106.99 |
2021-09-30 | $632k | 6.4k | 98.32 |
2021-03-31 | $262k | 2.9k | 91.48 |
2020-12-31 | $680k | 7.9k | 86.26 |
2020-06-30 | $0 | 6 | 0.00 |