iShares S&P 1500 Index Fund shares owned by Cassady Schiller Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Cassady Schiller Wealth Management
from 13F filings
Historical chart of Cassady Schiller Wealth Management investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Cassady Schiller Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.4M | 11k | 128.62 |
| 2024-09-30 | $1.4M | 11k | 125.62 |
| 2024-06-30 | $1.3M | 11k | 118.78 |
| 2024-03-31 | $1.3M | 11k | 115.30 |
| 2023-12-31 | $1.2M | 11k | 105.23 |
| 2023-09-30 | $1.1M | 11k | 94.19 |
| 2023-06-30 | $1.2M | 12k | 97.84 |
| 2023-03-31 | $1.1M | 12k | 90.55 |
| 2022-12-31 | $1.1M | 13k | 84.80 |
| 2022-09-30 | $1.0M | 13k | 79.51 |
| 2022-06-30 | $1.0M | 12k | 83.74 |
| 2022-03-31 | $1.3M | 12k | 100.94 |
| 2021-12-31 | $1.3M | 12k | 106.97 |
More positions owned by Cassady Schiller Wealth Management
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