iShares S&P 1500 Index Fund shares owned by Dougherty Wealth Advisers
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Dougherty Wealth Advisers
from 13F filings
Historical chart of Dougherty Wealth Advisers investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Dougherty Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.6k | 66 | 145.65 |
| 2025-06-30 | $8.9k | 66 | 135.05 |
| 2025-03-31 | $8.1k | 66 | 122.02 |
| 2024-12-31 | $8.5k | 66 | 128.62 |
| 2024-09-30 | $8.3k | 66 | 125.62 |
| 2024-06-30 | $7.8k | 66 | 118.77 |
| 2024-03-31 | $7.6k | 66 | 115.30 |
| 2023-12-31 | $6.9k | 66 | 105.23 |
| 2023-09-30 | $11k | 118 | 94.19 |
| 2023-06-30 | $12k | 118 | 97.84 |
| 2023-03-31 | $11k | 118 | 90.55 |
| 2022-12-31 | $606k | 7.1k | 84.80 |
| 2022-09-30 | $9.0k | 118 | 76.27 |
| 2022-06-30 | $10k | 118 | 84.75 |
| 2022-03-31 | $9.1M | 90k | 100.95 |
| 2021-12-31 | $9.3M | 87k | 106.99 |
| 2021-09-30 | $8.3M | 84k | 98.38 |
| 2021-06-30 | $8.3M | 85k | 98.76 |
| 2021-03-31 | $7.9M | 86k | 91.60 |
| 2020-12-31 | $7.4M | 86k | 86.22 |
| 2020-09-30 | $838k | 11k | 75.52 |
| 2020-06-30 | $777k | 11k | 69.46 |
| 2020-03-31 | $432k | 7.5k | 57.23 |
| 2019-12-31 | $468k | 6.4k | 72.61 |
| 2019-09-30 | $400k | 6.0k | 67.09 |
| 2019-06-30 | $411k | 6.2k | 66.67 |
| 2019-03-31 | $276k | 4.3k | 64.31 |
| 2018-12-31 | $251k | 4.1k | 61.67 |