iShares S&P 1500 Index Fund shares owned by Delap Wealth Advisory
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Delap Wealth Advisory
from 13F filings
Historical chart of Delap Wealth Advisory investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Delap Wealth Advisory 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 Delap Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $30M | 203k | 146.17 |
| 2025-06-30 | $26M | 193k | 135.04 |
| 2025-03-31 | $21M | 169k | 122.01 |
| 2024-12-31 | $23M | 179k | 128.62 |
| 2024-09-30 | $23M | 179k | 125.62 |
| 2024-06-30 | $18M | 154k | 118.78 |
| 2024-03-31 | $18M | 153k | 115.30 |
| 2023-12-31 | $25M | 238k | 105.23 |
| 2023-09-30 | $11M | 117k | 94.19 |
| 2023-06-30 | $12M | 119k | 97.84 |
| 2023-03-31 | $7.4M | 82k | 90.55 |
| 2022-12-31 | $6.5M | 76k | 84.80 |