iShares S&P 1500 Index Fund shares owned by Bogart Wealth
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Bogart Wealth
from 13F filings
Historical chart of Bogart Wealth investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Bogart Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.6M | 13k | 125.62 |
| 2024-06-30 | $1.4M | 11k | 118.78 |
| 2024-03-31 | $1.2M | 11k | 115.30 |
| 2023-12-31 | $1.1M | 11k | 105.23 |
| 2023-09-30 | $997k | 11k | 94.19 |
| 2023-06-30 | $1.0M | 11k | 97.84 |
| 2023-03-31 | $948k | 11k | 90.55 |
| 2022-12-31 | $889k | 11k | 84.80 |
| 2022-09-30 | $113k | 1.4k | 79.35 |
| 2022-06-30 | $127k | 1.5k | 84.05 |
| 2022-03-31 | $153k | 1.5k | 101.26 |
| 2021-12-31 | $162k | 1.5k | 107.21 |
| 2021-09-30 | $215k | 2.2k | 98.17 |
| 2021-06-30 | $215k | 2.2k | 98.81 |
| 2021-03-31 | $157k | 1.7k | 91.81 |
| 2020-03-31 | $15k | 258 | 58.14 |
| 2019-12-31 | $999 | 19 | 52.63 |
| 2018-03-31 | $6.0k | 92 | 65.22 |
| 2017-12-31 | $6.0k | 92 | 65.22 |