iShares S&P 1500 Index Fund shares owned by Correct Capital Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Correct Capital Wealth Management
from 13F filings
Historical chart of Correct Capital Wealth Management 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 Correct Capital Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 1500 Index Fund by Correct Capital Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.8M | 26k | 145.65 |
| 2025-06-30 | $3.1M | 23k | 135.04 |
| 2025-03-31 | $2.8M | 23k | 122.01 |
| 2024-12-31 | $2.8M | 22k | 128.62 |
| 2024-09-30 | $2.6M | 21k | 125.62 |
| 2024-06-30 | $1.5M | 13k | 118.78 |
| 2024-03-31 | $1.2M | 10k | 115.30 |
| 2023-12-31 | $746k | 7.1k | 105.22 |
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