iShares S&P 1500 Index Fund shares owned by Aurum Wealth Management Group
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Aurum Wealth Management Group
from 13F filings
Historical chart of Aurum Wealth Management Group investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Aurum Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $376k | 3.6k | 105.23 |
| 2023-09-30 | $336k | 3.6k | 94.19 |
| 2023-06-30 | $292k | 3.0k | 97.84 |
| 2023-03-31 | $281k | 3.1k | 90.55 |
| 2022-12-31 | $263k | 3.1k | 84.80 |
| 2022-09-30 | $247k | 3.1k | 79.55 |
| 2022-06-30 | $258k | 3.1k | 83.71 |
| 2022-03-31 | $282k | 2.8k | 101.08 |
| 2021-12-31 | $298k | 2.8k | 106.89 |
| 2021-09-30 | $282k | 2.9k | 98.53 |
More positions owned by Aurum Wealth Management Group
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