iShares S&P 1500 Index Fund shares owned by Atticus Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Atticus Wealth Management
from 13F filings
Historical chart of Atticus 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 Atticus Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 1500 Index Fund by Atticus Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $320k | 2.5k | 128.64 |
| 2024-09-30 | $332k | 2.6k | 125.61 |
| 2024-06-30 | $285k | 2.4k | 118.80 |
| 2024-03-31 | $276k | 2.4k | 115.29 |
| 2023-12-31 | $250k | 2.4k | 105.25 |
| 2023-09-30 | $215k | 2.2k | 97.84 |
| 2023-06-30 | $215k | 2.2k | 97.84 |
| 2023-03-31 | $183k | 2.0k | 90.54 |
| 2022-12-31 | $311k | 3.7k | 84.79 |
| 2022-09-30 | $256k | 3.1k | 83.77 |
| 2022-06-30 | $256k | 3.1k | 83.77 |
| 2022-03-31 | $291k | 2.9k | 101.04 |
| 2021-12-31 | $112k | 1.1k | 106.67 |
| 2021-09-30 | $103k | 1.0k | 98.75 |
| 2021-06-30 | $103k | 1.0k | 98.75 |
| 2021-03-31 | $95k | 1.0k | 91.61 |
| 2020-12-31 | $89k | 1.0k | 85.82 |
| 2020-09-30 | $78k | 1.0k | 75.51 |
| 2020-06-30 | $71k | 1.0k | 69.07 |
| 2020-03-31 | $58k | 1.0k | 56.92 |
| 2019-12-31 | $74k | 1.0k | 72.62 |