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

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

Historical chart of Endowment 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 Endowment 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 Endowment Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.3M 50k 125.62
2024-06-30 $5.9M 50k 118.78
2024-03-31 $5.6M 49k 115.30
2023-12-31 $3.4M 33k 105.23
2023-09-30 $3.0M 32k 94.19
2023-06-30 $2.9M 30k 97.84
2023-03-31 $2.7M 30k 90.55
2022-12-31 $3.2M 38k 84.80
2022-09-30 $2.8M 35k 79.54
2022-06-30 $2.8M 33k 83.77
2022-03-31 $3.2M 32k 100.96
2021-12-31 $3.7M 35k 106.98