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iShares S&P 1500 Index Fund shares owned by Centurion Wealth Management

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Centurion Wealth Management from 13F filings

Historical chart of Centurion Wealth Management 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 Centurion 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 Centurion Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $354k 2.8k 125.64
2024-03-31 $332k 2.9k 115.31
2023-12-31 $815k 7.7k 105.24
2023-09-30 $728k 7.7k 94.19
2023-06-30 $2.2M 22k 97.84
2023-03-31 $2.0M 22k 90.55
2022-12-31 $5.4M 63k 84.80