iShares S&P 1500 Index Fund shares owned by Carolinas Wealth Consulting
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Carolinas Wealth Consulting
from 13F filings
Historical chart of Carolinas Wealth Consulting investment in iShares S&P 1500 Index Fund
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 1500 Index Fund held by Carolinas Wealth Consulting consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 1500 Index Fund by Carolinas Wealth Consulting
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $872k | 7.1k | 122.02 |
| 2024-12-31 | $929k | 7.2k | 128.61 |
| 2024-09-30 | $933k | 7.4k | 125.60 |
| 2024-06-30 | $909k | 7.7k | 118.78 |
| 2024-03-31 | $1.0M | 8.7k | 115.31 |
| 2023-12-31 | $920k | 8.7k | 105.23 |
| 2023-09-30 | $664k | 7.2k | 91.67 |
| 2023-06-30 | $709k | 7.2k | 97.84 |
| 2023-03-31 | $707k | 7.8k | 90.55 |
| 2022-12-31 | $661k | 7.8k | 84.81 |
| 2022-09-30 | $620k | 7.8k | 79.53 |
| 2022-06-30 | $660k | 7.9k | 83.76 |
| 2022-03-31 | $795k | 7.9k | 100.95 |
| 2021-12-31 | $857k | 8.0k | 107.00 |
| 2021-09-30 | $792k | 8.0k | 98.43 |
| 2021-06-30 | $805k | 8.1k | 98.81 |
| 2021-03-31 | $745k | 8.1k | 91.61 |
| 2020-12-31 | $702k | 8.1k | 86.21 |
| 2020-09-30 | $612k | 8.1k | 75.49 |
| 2020-06-30 | $592k | 8.5k | 69.43 |
| 2020-03-31 | $793k | 14k | 57.16 |
| 2019-12-31 | $987k | 14k | 72.64 |
More positions owned by Carolinas Wealth Consulting
View all positions for Carolinas Wealth Consulting