iShares S&P 1500 Index Fund shares owned by Certus Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Certus Wealth Management
from 13F filings
Historical chart of Certus 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 Certus 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 Certus Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.1M | 55k | 145.65 |
| 2025-06-30 | $7.6M | 56k | 135.04 |
| 2025-03-31 | $7.4M | 58k | 127.49 |
| 2024-12-31 | $7.9M | 59k | 133.05 |
| 2024-09-30 | $7.2M | 57k | 125.62 |
| 2024-06-30 | $11M | 89k | 118.78 |
| 2024-03-31 | $11M | 95k | 112.47 |
| 2023-12-31 | $10M | 95k | 105.23 |
| 2023-09-30 | $8.2M | 87k | 94.19 |