iShares S&P 1500 Index Fund shares owned by Golden State Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Golden State Wealth Management
from 13F filings
Historical chart of Golden State Wealth Management investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Golden State Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $669k | 4.6k | 145.66 |
| 2025-06-30 | $663k | 4.9k | 135.06 |
| 2025-03-31 | $1.2M | 10k | 122.02 |
| 2024-12-31 | $664k | 5.2k | 128.63 |
| 2022-03-31 | $266k | 2.9k | 91.31 |
| 2021-12-31 | $353k | 3.3k | 106.87 |
| 2021-09-30 | $321k | 3.3k | 98.47 |
| 2021-06-30 | $288k | 2.9k | 98.66 |
| 2021-03-31 | $266k | 2.9k | 91.31 |
| 2020-12-31 | $268k | 3.1k | 86.26 |
| 2020-09-30 | $238k | 3.2k | 75.39 |
| 2020-06-30 | $1.4M | 21k | 69.42 |
| 2020-03-31 | $2.6M | 45k | 57.22 |
| 2019-09-30 | $3.2M | 48k | 67.07 |
| 2019-06-30 | $3.6M | 54k | 66.63 |
| 2019-03-31 | $4.0M | 62k | 64.41 |
More positions owned by Golden State Wealth Management
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