iShares S&P 1500 Index Fund shares owned by Curated Wealth Partners
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Curated Wealth Partners
from 13F filings
Historical chart of Curated Wealth Partners investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Curated Wealth Partners 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 Curated Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 9.3k | 145.65 |
| 2025-06-30 | $1.3M | 9.3k | 135.04 |
| 2025-03-31 | $1.1M | 9.3k | 122.01 |
| 2024-12-31 | $1.2M | 9.3k | 128.62 |