Garrett Wealth Advisory Group »

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 1500 Index Fund by Garrett Wealth Advisory Group

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