iShares S&P 1500 Index Fund shares owned by Garrett Wealth Advisory Group
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Garrett Wealth Advisory Group
from 13F filings
Historical chart of Garrett Wealth Advisory Group investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Garrett Wealth Advisory Group consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $916k | 7.3k | 125.63 |
2024-06-30 | $669k | 5.6k | 118.77 |
2022-03-31 | $214k | 2.1k | 100.80 |
2021-12-31 | $251k | 2.3k | 107.08 |
2021-09-30 | $273k | 2.8k | 98.45 |
2021-06-30 | $301k | 3.0k | 98.82 |
2021-03-31 | $282k | 3.1k | 91.74 |
2020-12-31 | $281k | 3.3k | 86.28 |
2020-09-30 | $245k | 3.2k | 75.41 |
2020-06-30 | $227k | 3.3k | 69.02 |
2020-03-31 | $332k | 5.8k | 57.44 |
2019-12-31 | $445k | 6.2k | 72.16 |
2019-09-30 | $461k | 6.9k | 67.07 |
2019-06-30 | $451k | 6.7k | 66.84 |
2019-03-31 | $437k | 6.8k | 64.62 |
2018-12-31 | $423k | 7.5k | 56.47 |
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