iShares S&P 1500 Index Fund shares owned by Flagship Private Wealth
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Flagship Private Wealth
from 13F filings
Historical chart of Flagship Private Wealth investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Flagship Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.3M | 42k | 125.62 |
| 2024-06-30 | $4.9M | 41k | 118.78 |
| 2024-03-31 | $4.2M | 37k | 115.30 |
| 2023-12-31 | $3.7M | 35k | 105.23 |
| 2023-09-30 | $3.3M | 35k | 94.19 |
| 2023-06-30 | $3.6M | 37k | 97.84 |
| 2023-03-31 | $3.5M | 39k | 90.55 |
| 2022-12-31 | $3.5M | 41k | 84.80 |
| 2022-09-30 | $3.5M | 44k | 79.54 |
| 2022-06-30 | $3.9M | 46k | 83.77 |
| 2022-03-31 | $4.9M | 48k | 100.94 |
| 2021-12-31 | $6.0M | 56k | 106.99 |
| 2021-09-30 | $5.6M | 57k | 98.39 |
| 2021-06-30 | $5.7M | 57k | 99.85 |
| 2021-03-31 | $5.4M | 58k | 93.87 |
| 2020-12-31 | $5.1M | 59k | 86.82 |