iShares S&P 1500 Index Fund shares owned by Catalytic Wealth RIA
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Catalytic Wealth RIA
from 13F filings
Historical chart of Catalytic Wealth RIA 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 Catalytic Wealth RIA consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 1500 Index Fund by Catalytic Wealth RIA
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $901k | 7.2k | 125.62 |
2024-06-30 | $852k | 7.2k | 118.78 |
2024-03-31 | $827k | 7.2k | 115.30 |
2023-12-31 | $739k | 7.0k | 105.23 |