iShares S&P 1500 Index Fund shares owned by Defined Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Defined Wealth Management
from 13F filings
Historical chart of Defined Wealth Management investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Defined Wealth Management 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 Defined Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $265k | 1.8k | 145.65 |
| 2025-06-30 | $245k | 1.8k | 135.04 |
| 2025-03-31 | $222k | 1.8k | 122.01 |
| 2024-12-31 | $234k | 1.8k | 128.62 |
| 2024-09-30 | $228k | 1.8k | 125.62 |
| 2024-06-30 | $216k | 1.8k | 118.78 |
| 2024-03-31 | $210k | 1.8k | 115.30 |
| 2020-12-31 | $2.0k | 27 | 74.07 |