iShares S&P 1500 Index Fund shares owned by Cadence Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Cadence Wealth Management
from 13F filings
Historical chart of Cadence Wealth Management investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Cadence Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Cadence Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $726k | 5.0k | 145.64 |
| 2025-06-30 | $602k | 4.5k | 135.04 |
| 2025-03-31 | $473k | 3.9k | 122.00 |
| 2024-12-31 | $461k | 3.6k | 128.63 |
| 2024-09-30 | $353k | 2.8k | 125.60 |
| 2024-06-30 | $293k | 2.5k | 118.78 |
| 2024-03-31 | $219k | 1.9k | 115.28 |