iShares S&P 1500 Index Fund shares owned by Cherrydale Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Cherrydale Wealth Management
from 13F filings
Historical chart of Cherrydale Wealth Management investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Cherrydale Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $23M | 179k | 125.62 |
| 2024-06-30 | $21M | 173k | 118.78 |
| 2024-03-31 | $20M | 175k | 115.30 |
| 2023-12-31 | $19M | 181k | 105.23 |
| 2023-09-30 | $17M | 178k | 94.19 |
| 2023-06-30 | $14M | 139k | 97.84 |
| 2023-03-31 | $13M | 145k | 90.55 |
| 2022-12-31 | $12M | 142k | 84.80 |
| 2022-09-30 | $8.2M | 103k | 79.54 |
| 2022-06-30 | $6.3M | 76k | 83.78 |
More positions owned by Cherrydale Wealth Management
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