iShares S&P 1500 Index Fund shares owned by Connectus Wealth
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Connectus Wealth
from 13F filings
Historical chart of Connectus Wealth investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Connectus 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 Connectus Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $409k | 3.5k | 115.30 |
| 2023-12-31 | $3.7M | 35k | 105.25 |
| 2023-09-30 | $3.5M | 37k | 94.21 |
| 2023-06-30 | $3.4M | 35k | 97.84 |
| 2023-03-31 | $3.2M | 35k | 90.55 |
| 2022-12-31 | $1.1M | 13k | 84.83 |
| 2022-09-30 | $782k | 9.8k | 79.57 |
| 2022-06-30 | $792k | 9.5k | 83.78 |
| 2022-03-31 | $1.0M | 9.7k | 107.00 |