iShares S&P 1500 Index Fund shares owned by Bordeaux Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Bordeaux Wealth Advisors
from 13F filings
Historical chart of Bordeaux 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 Bordeaux Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $2.1M | 15k | 135.04 |
| 2025-03-31 | $1.9M | 15k | 122.01 |
| 2024-12-31 | $2.7M | 21k | 128.62 |
| 2024-09-30 | $4.6M | 37k | 125.62 |
| 2024-06-30 | $3.8M | 32k | 118.78 |
| 2024-03-31 | $3.7M | 32k | 115.30 |
| 2023-12-31 | $3.3M | 32k | 105.23 |
| 2023-09-30 | $3.0M | 32k | 94.19 |
| 2023-06-30 | $3.1M | 32k | 97.84 |
| 2023-03-31 | $2.9M | 32k | 90.55 |
| 2022-12-31 | $2.7M | 32k | 84.80 |
| 2022-09-30 | $2.5M | 32k | 79.54 |
| 2022-06-30 | $2.7M | 32k | 83.79 |
| 2022-03-31 | $3.2M | 32k | 100.93 |
| 2021-12-31 | $3.4M | 32k | 106.96 |
| 2021-09-30 | $3.1M | 32k | 98.38 |
| 2021-06-30 | $3.1M | 32k | 98.76 |
| 2021-03-31 | $2.9M | 32k | 91.59 |
| 2020-12-31 | $2.7M | 32k | 86.22 |