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iShares S&P 1500 Index Fund shares owned by Drive Wealth Management

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Drive Wealth Management from 13F filings

Historical chart of Drive Wealth Management 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 Drive Wealth Management 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 Drive Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $399k 3.2k 125.62
2024-06-30 $303k 2.6k 118.76
2024-03-31 $294k 2.5k 115.30
2023-12-31 $286k 2.7k 105.22
2023-09-30 $261k 2.8k 94.65
2023-06-30 $269k 2.8k 97.85
2023-03-31 $253k 2.8k 90.55
2022-12-31 $246k 2.9k 84.81
2022-03-31 $312k 3.1k 100.84
2021-12-31 $334k 3.1k 107.12