iShares S&P 1500 Index Fund shares owned by Baystate Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Baystate Wealth Management
from 13F filings
Historical chart of Baystate Wealth Management investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Baystate Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $17k | 158 | 105.70 |
| 2023-06-30 | $514k | 5.3k | 97.85 |
| 2023-03-31 | $474k | 5.2k | 90.55 |
| 2022-12-31 | $94k | 1.1k | 84.68 |
| 2022-09-30 | $88k | 1.1k | 79.64 |
| 2022-06-30 | $92k | 1.1k | 83.71 |
| 2020-03-31 | $17k | 292 | 58.22 |
| 2017-06-30 | $23k | 412 | 55.83 |
More positions owned by Baystate Wealth Management
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