iShares S&P 1500 Index Fund shares owned by Dopkins Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Dopkins Wealth Management
from 13F filings
Historical chart of Dopkins Wealth Management investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Dopkins Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.7M | 39k | 145.65 |
| 2025-06-30 | $4.8M | 36k | 135.04 |
| 2025-03-31 | $2.0M | 17k | 122.01 |
| 2024-12-31 | $2.0M | 16k | 128.62 |
| 2024-09-30 | $733k | 5.8k | 125.62 |
| 2024-06-30 | $1.8M | 16k | 118.78 |
| 2024-03-31 | $1.5M | 13k | 115.31 |
| 2023-09-30 | $934k | 9.9k | 94.19 |