iShares S&P 1500 Index Fund shares owned by GeoWealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by GeoWealth Management
from 13F filings
Historical chart of GeoWealth Management investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by GeoWealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.1M | 42k | 145.65 |
| 2025-06-30 | $6.0M | 44k | 135.04 |
| 2025-03-31 | $5.6M | 46k | 122.01 |
| 2024-12-31 | $5.9M | 46k | 128.62 |
| 2024-09-30 | $6.1M | 48k | 125.62 |
| 2024-06-30 | $5.5M | 46k | 118.78 |
| 2024-03-31 | $6.2M | 54k | 115.30 |
| 2023-09-30 | $253k | 2.7k | 94.09 |
| 2022-03-31 | $548k | 5.4k | 100.90 |
| 2021-12-31 | $5.4M | 50k | 107.00 |
| 2021-09-30 | $295k | 3.0k | 98.46 |
| 2020-09-30 | $5.8M | 75k | 76.92 |
| 2020-06-30 | $5.9M | 86k | 69.12 |
| 2020-03-31 | $8.4M | 149k | 56.84 |
| 2019-12-31 | $10M | 140k | 72.71 |
| 2019-09-30 | $330k | 4.9k | 67.13 |
| 2019-06-30 | $951k | 14k | 66.60 |