iShares S&P 1500 Index Fund shares owned by Benchmark Financial Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Benchmark Financial Wealth Advisors
from 13F filings
Historical chart of Benchmark Financial Wealth Advisors investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Benchmark Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $23M | 198k | 115.30 |
| 2023-12-31 | $21M | 197k | 105.23 |
| 2023-09-30 | $19M | 200k | 94.19 |
| 2023-06-30 | $19M | 198k | 97.84 |
| 2023-03-31 | $18M | 195k | 90.55 |
| 2022-12-31 | $16M | 193k | 84.80 |
| 2022-09-30 | $17M | 209k | 79.54 |
| 2022-06-30 | $18M | 214k | 83.78 |
| 2022-03-31 | $23M | 230k | 100.94 |
| 2021-12-31 | $25M | 236k | 106.98 |
| 2021-09-30 | $21M | 216k | 98.38 |
| 2021-06-30 | $20M | 207k | 98.76 |
| 2021-03-31 | $18M | 194k | 91.60 |
| 2020-12-31 | $17M | 196k | 86.22 |
| 2020-09-30 | $14M | 187k | 75.49 |
| 2020-06-30 | $12M | 168k | 69.44 |
| 2020-03-31 | $4.1M | 72k | 57.21 |
| 2019-12-31 | $3.1M | 43k | 72.68 |
| 2019-09-30 | $1.2M | 18k | 67.09 |
More positions owned by Benchmark Financial Wealth Advisors
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