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iShares S&P 1500 Index Fund shares owned by BCGM Wealth Management

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

Historical chart of BCGM 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 BCGM Wealth Management 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 BCGM Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $23M 185k 125.62
2024-06-30 $25M 213k 118.78
2024-03-31 $27M 236k 115.30
2023-12-31 $29M 280k 105.23
2023-09-30 $27M 286k 94.19
2020-12-31 $508k 5.5k 91.85