iShares S&P 1500 Index Fund shares owned by BSW Wealth Partners
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by BSW Wealth Partners
from 13F filings
Historical chart of BSW Wealth Partners investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by BSW Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $383k | 3.0k | 125.61 |
| 2024-06-30 | $362k | 3.0k | 118.77 |
| 2024-03-31 | $430k | 3.7k | 115.31 |
| 2023-12-31 | $440k | 4.2k | 105.24 |
| 2023-09-30 | $358k | 3.8k | 94.19 |
| 2023-06-30 | $377k | 3.9k | 97.84 |
| 2023-03-31 | $347k | 3.8k | 90.55 |
| 2022-12-31 | $314k | 3.7k | 84.80 |
| 2022-09-30 | $210k | 2.6k | 79.49 |
| 2022-03-31 | $208k | 2.1k | 100.78 |
| 2021-12-31 | $221k | 2.1k | 107.18 |
| 2021-03-31 | $312k | 3.4k | 91.66 |