iShares S&P 1500 Index Fund shares owned by Arkadios Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Arkadios Wealth Advisors
from 13F filings
Historical chart of Arkadios 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 Arkadios Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 101k | 145.65 |
| 2025-06-30 | $4.0M | 30k | 135.04 |
| 2025-03-31 | $3.0M | 25k | 122.01 |
| 2024-12-31 | $1.4M | 11k | 128.62 |
| 2024-09-30 | $1.1M | 8.7k | 125.62 |
| 2024-06-30 | $646k | 5.4k | 118.78 |
| 2024-03-31 | $213k | 1.8k | 115.30 |
| 2023-03-31 | $227k | 2.5k | 90.54 |
| 2022-12-31 | $215k | 2.5k | 84.81 |
| 2022-09-30 | $206k | 2.6k | 79.72 |
| 2022-06-30 | $227k | 2.7k | 83.92 |
| 2022-03-31 | $314k | 3.1k | 101.00 |
| 2021-12-31 | $652k | 6.1k | 106.97 |
| 2021-09-30 | $645k | 6.6k | 98.23 |
| 2021-06-30 | $1.7M | 18k | 98.75 |
| 2021-03-31 | $1.7M | 19k | 91.60 |
| 2020-12-31 | $1.6M | 19k | 86.21 |
| 2020-03-31 | $47k | 828 | 57.23 |
| 2019-12-31 | $62k | 821 | 76.02 |