Barnes Dennig Private Wealth Management »

iShares S&P 1500 Index Fund shares owned by Barnes Dennig Private Wealth Management

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Barnes Dennig Private Wealth Management from 13F filings

Historical chart of Barnes Dennig Private 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 Barnes Dennig Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 1500 Index Fund by Barnes Dennig Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $31k 210 148.69
2025-09-30 $31k 210 145.65
2025-06-30 $28k 210 135.04
2025-03-31 $26k 210 122.01