iShares S&P 1500 Index Fund shares owned by Cyndeo Wealth Partners
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Cyndeo Wealth Partners
from 13F filings
Historical chart of Cyndeo 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 Cyndeo 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 Cyndeo Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 15k | 145.65 |
| 2025-06-30 | $2.0M | 15k | 135.04 |
| 2025-03-31 | $1.5M | 13k | 122.01 |
| 2024-12-31 | $1.4M | 11k | 128.62 |
| 2024-09-30 | $1.4M | 11k | 125.62 |