iShares S&P 1500 Index Fund shares owned by EPG Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by EPG Wealth Management
from 13F filings
Historical chart of EPG Wealth Management investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by EPG Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.6M | 15k | 108.66 |
| 2023-09-30 | $1.3M | 14k | 94.19 |
| 2023-06-30 | $1.4M | 15k | 97.84 |
| 2023-03-31 | $1.3M | 15k | 90.55 |
| 2022-12-31 | $1.3M | 15k | 84.80 |
| 2022-09-30 | $1.2M | 15k | 79.56 |
| 2022-06-30 | $1.4M | 17k | 83.78 |
| 2022-03-31 | $1.9M | 19k | 100.94 |
| 2021-12-31 | $1.5M | 14k | 106.98 |
| 2021-09-30 | $1.4M | 14k | 98.37 |
| 2021-06-30 | $1.4M | 14k | 98.79 |
| 2021-03-31 | $1.1M | 12k | 91.62 |
| 2020-12-31 | $1.1M | 12k | 86.21 |
| 2020-09-30 | $1.1M | 14k | 75.48 |
| 2020-06-30 | $1.3M | 19k | 69.43 |
| 2020-03-31 | $1.6M | 28k | 57.20 |
| 2019-12-31 | $2.7M | 37k | 72.68 |