iShares S&P 1500 Index Fund shares owned by Compass Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Compass Wealth Management
from 13F filings
Historical chart of Compass Wealth Management investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Compass 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 Compass Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $344k | 848 | 405.19 |
| 2025-03-31 | $101k | 824 | 122.01 |
| 2024-12-31 | $106k | 824 | 128.62 |
| 2024-09-30 | $104k | 824 | 125.62 |
| 2024-06-30 | $98k | 824 | 118.78 |
| 2024-03-31 | $95k | 824 | 115.30 |
| 2023-12-31 | $87k | 824 | 105.23 |
| 2023-09-30 | $78k | 824 | 94.19 |
| 2023-06-30 | $81k | 824 | 97.84 |
| 2023-03-31 | $75k | 824 | 90.55 |
| 2022-12-31 | $70k | 824 | 84.80 |