iShares S&P 1500 Index Fund shares owned by Feltz Wealth PLAN
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Feltz Wealth PLAN
from 13F filings
Historical chart of Feltz Wealth PLAN investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Feltz Wealth PLAN
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $231k | 1.6k | 145.65 |
| 2024-09-30 | $723k | 5.8k | 125.62 |
| 2024-06-30 | $702k | 5.9k | 118.78 |
| 2024-03-31 | $687k | 6.0k | 115.30 |
| 2023-12-31 | $639k | 6.1k | 105.23 |
| 2023-09-30 | $598k | 6.4k | 94.19 |
| 2023-06-30 | $455k | 4.6k | 97.84 |
| 2023-03-31 | $0 | 5.2k | 0.00 |
| 2022-12-31 | $476k | 5.2k | 92.01 |
| 2022-03-31 | $453k | 4.9k | 91.79 |
| 2021-12-31 | $494k | 4.9k | 100.69 |
| 2021-09-30 | $539k | 5.1k | 106.02 |
| 2021-06-30 | $575k | 5.7k | 101.68 |
| 2021-03-31 | $541k | 5.7k | 95.74 |
| 2020-12-31 | $498k | 5.5k | 89.81 |
| 2020-09-30 | $492k | 6.1k | 80.20 |
| 2020-06-30 | $516k | 6.8k | 75.98 |
| 2020-03-31 | $471k | 7.4k | 63.40 |
| 2019-12-31 | $568k | 7.5k | 76.07 |
| 2019-09-30 | $590k | 8.4k | 69.84 |
| 2019-06-30 | $542k | 8.2k | 66.36 |
| 2019-03-31 | $278k | 4.3k | 65.01 |
| 2018-12-31 | $227k | 3.6k | 63.55 |
| 2018-09-30 | $220k | 3.7k | 60.27 |