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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

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Quarterly 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