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iShares S&P 1500 Index Fund shares owned by CIC Wealth

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

Historical chart of CIC Wealth 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 CIC Wealth 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 CIC Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 12k 115.30
2023-12-31 $1.2M 12k 105.23
2023-09-30 $1.1M 12k 94.19
2023-06-30 $1.0M 10k 97.84
2023-03-31 $762k 8.4k 90.55
2022-12-31 $729k 8.6k 84.80