iShares S&P 1500 Index Fund shares owned by Emerson Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Emerson Wealth Management
from 13F filings
Historical chart of Emerson Wealth Management investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Emerson 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 Emerson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-06-30 | $1.2M | 14k | 83.79 |
| 2022-03-31 | $1.4M | 14k | 100.97 |
| 2021-12-31 | $1.5M | 15k | 106.97 |
| 2021-09-30 | $1.5M | 15k | 98.39 |
| 2021-06-30 | $1.5M | 15k | 98.79 |
| 2021-03-31 | $1.4M | 15k | 91.57 |
| 2020-12-31 | $1.4M | 16k | 86.23 |
| 2020-09-30 | $1.2M | 16k | 75.46 |
| 2020-06-30 | $1.1M | 16k | 69.45 |
| 2020-03-31 | $940k | 16k | 57.23 |
| 2019-12-31 | $1.4M | 20k | 72.71 |
| 2019-09-30 | $1.5M | 23k | 67.08 |
| 2019-06-30 | $1.6M | 24k | 66.65 |
| 2019-03-31 | $1.5M | 24k | 64.40 |
| 2018-12-31 | $1.3M | 22k | 56.74 |