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iShares S&P 1500 Index Fund shares owned by Badgley Phelps Wealth Managers

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Badgley Phelps Wealth Managers from 13F filings

Historical chart of Badgley Phelps Wealth Managers 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 Badgley Phelps Wealth Managers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 1500 Index Fund by Badgley Phelps Wealth Managers

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.6M 25k 105.23
2023-09-30 $2.3M 25k 94.19
2023-06-30 $2.4M 25k 97.84
2023-03-31 $2.5M 28k 90.55
2022-12-31 $665k 7.8k 84.80