iShares S&P 1500 Index Fund shares owned by Divergent Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Divergent Wealth Advisors
from 13F filings
Historical chart of Divergent Wealth Advisors investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Divergent Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $15M | 123k | 125.62 |
| 2024-06-30 | $15M | 123k | 118.78 |
| 2024-03-31 | $14M | 124k | 115.30 |
| 2023-12-31 | $13M | 125k | 105.23 |
| 2023-09-30 | $12M | 129k | 94.19 |
| 2023-06-30 | $13M | 132k | 97.84 |
| 2023-03-31 | $12M | 131k | 90.55 |
| 2022-12-31 | $13M | 148k | 84.80 |
| 2022-09-30 | $11M | 141k | 79.54 |
| 2022-06-30 | $20M | 238k | 83.78 |
| 2022-03-31 | $25M | 247k | 100.94 |
| 2021-12-31 | $27M | 251k | 106.98 |
| 2021-09-30 | $27M | 276k | 98.38 |
| 2021-06-30 | $26M | 262k | 98.76 |
| 2021-03-31 | $24M | 260k | 91.60 |
| 2020-12-31 | $23M | 261k | 86.22 |
| 2020-09-30 | $20M | 265k | 75.49 |
| 2020-06-30 | $39M | 559k | 69.44 |
| 2020-03-31 | $41M | 721k | 57.21 |
| 2019-12-31 | $33M | 453k | 72.69 |
| 2019-09-30 | $37M | 551k | 67.07 |
| 2019-06-30 | $29M | 439k | 66.63 |
| 2019-03-31 | $34M | 534k | 64.40 |
| 2018-12-31 | $35M | 615k | 56.76 |
| 2018-09-30 | $27M | 403k | 65.74 |
| 2018-06-30 | $31M | 491k | 62.52 |
| 2018-03-31 | $29M | 473k | 60.46 |
| 2017-12-31 | $23M | 373k | 61.04 |