iShares S&P 1500 Index Fund shares owned by Birchcreek Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Birchcreek Wealth Management
from 13F filings
Historical chart of Birchcreek 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 Birchcreek Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $326k | 2.2k | 145.66 |
| 2025-06-30 | $295k | 2.2k | 135.05 |
| 2025-03-31 | $233k | 1.9k | 122.03 |
| 2024-12-31 | $230k | 1.8k | 128.64 |
| 2024-09-30 | $230k | 1.8k | 125.64 |
| 2024-06-30 | $215k | 1.8k | 118.80 |
| 2024-03-31 | $233k | 2.0k | 115.31 |
| 2023-12-31 | $209k | 2.0k | 105.24 |
| 2023-09-30 | $231k | 2.5k | 94.21 |
| 2023-06-30 | $234k | 2.4k | 97.85 |
| 2023-03-31 | $219k | 2.4k | 90.56 |
| 2022-12-31 | $253k | 3.0k | 84.80 |
| 2022-09-30 | $305k | 3.8k | 79.49 |
| 2022-06-30 | $264k | 3.2k | 83.68 |
| 2022-03-31 | $322k | 3.2k | 101.00 |
| 2021-12-31 | $301k | 2.8k | 107.08 |
| 2021-09-30 | $269k | 2.7k | 98.35 |
| 2021-06-30 | $262k | 2.6k | 98.94 |
| 2021-03-31 | $231k | 2.5k | 91.56 |
| 2020-12-31 | $238k | 2.8k | 85.89 |
More positions owned by Birchcreek Wealth Management
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