iShares S&P 1500 Index Fund shares owned by Element Wealth
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Element Wealth
from 13F filings
Historical chart of Element Wealth investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Element Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.1M | 30k | 105.23 |
| 2023-09-30 | $2.3M | 25k | 94.19 |
| 2023-06-30 | $2.4M | 24k | 97.84 |
| 2023-03-31 | $1.9M | 21k | 90.55 |
| 2022-12-31 | $1.2M | 15k | 84.80 |
| 2022-09-30 | $381k | 4.8k | 79.61 |
| 2022-06-30 | $400k | 4.8k | 83.70 |
| 2022-03-31 | $472k | 4.7k | 100.98 |