iShares S&P 1500 Index Fund shares owned by ARS Wealth Advisors Group
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by ARS Wealth Advisors Group
from 13F filings
Historical chart of ARS Wealth Advisors Group investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by ARS Wealth Advisors Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $628k | 4.9k | 128.62 |
| 2024-09-30 | $632k | 5.0k | 125.62 |
| 2024-06-30 | $692k | 5.8k | 118.79 |
| 2024-03-31 | $559k | 4.8k | 115.30 |
| 2023-12-31 | $528k | 5.0k | 105.24 |
| 2023-09-30 | $485k | 5.1k | 94.19 |
| 2023-06-30 | $373k | 3.8k | 97.86 |
| 2023-03-31 | $403k | 4.5k | 90.57 |
| 2022-12-31 | $452k | 5.3k | 84.80 |
| 2022-09-30 | $503k | 6.3k | 79.60 |
| 2022-06-30 | $536k | 6.4k | 83.85 |
| 2022-03-31 | $645k | 6.4k | 100.92 |
| 2021-12-31 | $705k | 6.6k | 106.90 |
| 2021-09-30 | $597k | 6.1k | 98.39 |