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

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

Historical chart of Executive 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 Executive 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 Executive Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $56M 531k 105.23
2023-09-30 $37M 387k 94.19
2023-06-30 $52M 536k 97.84
2023-03-31 $30M 333k 90.55
2022-12-31 $30M 355k 84.80
2022-09-30 $23M 23k 1000.00
2022-06-30 $17M 197k 83.78
2022-03-31 $22M 218k 100.94
2021-12-31 $61M 572k 106.98
2021-09-30 $57M 574k 98.38
2021-06-30 $58M 591k 98.76
2021-03-31 $56M 614k 91.60
2020-12-31 $61M 706k 86.22
2020-09-30 $55M 728k 75.49
2020-06-30 $28M 402k 69.44
2020-03-31 $15M 262k 57.21
2019-12-31 $30M 411k 72.69
2019-09-30 $33M 496k 67.07
2019-06-30 $32M 475k 66.63
2019-03-31 $28M 434k 64.40
2018-12-31 $25M 443k 56.76