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
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 1500 Index Fund held by Dougherty Wealth Advisers consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 1500 Index Fund by Dougherty Wealth Advisers
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |