iShares S&P 1500 Index Fund shares owned by Brandywine Oak Private Wealth
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Brandywine Oak Private Wealth
from 13F filings
Historical chart of Brandywine Oak Private Wealth investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Brandywine Oak Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $716k | 5.6k | 128.61 |
| 2024-09-30 | $715k | 5.7k | 125.61 |
| 2024-06-30 | $673k | 5.7k | 118.77 |
| 2024-03-31 | $736k | 6.4k | 115.29 |
| 2023-12-31 | $699k | 6.6k | 105.22 |
| 2023-09-30 | $614k | 6.5k | 94.18 |
| 2023-06-30 | $780k | 8.0k | 97.84 |
| 2023-03-31 | $650k | 7.2k | 90.55 |
| 2022-12-31 | $528k | 6.2k | 84.80 |
| 2022-09-30 | $425k | 5.4k | 79.41 |
| 2022-06-30 | $448k | 5.4k | 83.64 |
| 2022-03-31 | $283k | 2.8k | 100.82 |
| 2021-12-31 | $215k | 2.2k | 99.54 |
More positions owned by Brandywine Oak Private Wealth
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