iShares S&P 1500 Index Fund shares owned by Cherry Tree Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Cherry Tree Wealth Management
from 13F filings
Historical chart of Cherry Tree 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 Cherry Tree Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 1500 Index Fund by Cherry Tree Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.1M | 17k | 125.62 |
| 2024-06-30 | $2.1M | 17k | 118.78 |
| 2024-03-31 | $2.0M | 17k | 115.30 |
| 2023-12-31 | $1.8M | 17k | 105.23 |
| 2023-09-30 | $1.6M | 18k | 94.19 |
| 2023-06-30 | $1.6M | 17k | 97.84 |
More positions owned by Cherry Tree Wealth Management
View all positions for Cherry Tree Wealth Management