iShares S&P 1500 Index Fund shares owned by BCS Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by BCS Wealth Management
from 13F filings
Historical chart of BCS 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 BCS Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $842k | 5.8k | 145.65 |
| 2025-06-30 | $884k | 6.5k | 135.04 |
| 2025-03-31 | $832k | 6.8k | 121.99 |
| 2024-12-31 | $898k | 7.0k | 128.69 |
| 2024-03-31 | $794k | 6.9k | 115.32 |
| 2023-12-31 | $594k | 5.6k | 105.21 |
| 2023-09-30 | $437k | 4.6k | 94.22 |
| 2023-03-31 | $386k | 4.3k | 90.46 |
| 2022-12-31 | $280k | 3.3k | 84.72 |
| 2022-09-30 | $235k | 3.0k | 79.53 |
| 2022-06-30 | $243k | 2.9k | 83.76 |
| 2022-03-31 | $235k | 2.3k | 101.08 |
| 2021-12-31 | $249k | 2.3k | 107.10 |
| 2021-09-30 | $229k | 2.3k | 98.49 |
| 2021-06-30 | $230k | 2.3k | 98.92 |
| 2021-03-31 | $213k | 2.3k | 91.61 |
| 2020-12-31 | $200k | 2.3k | 86.02 |