iShares S&P 1500 Index Fund shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $363k | 2.5k | 145.65 |
| 2025-06-30 | $336k | 2.5k | 135.04 |
| 2025-03-31 | $291k | 2.5k | 116.81 |
| 2024-12-31 | $334k | 2.5k | 134.16 |
| 2024-09-30 | $322k | 2.6k | 125.62 |
| 2024-06-30 | $366k | 3.1k | 118.78 |
| 2024-03-31 | $269k | 2.3k | 115.30 |
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