iShares S&P 1500 Index Fund shares owned by Grand Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Grand Wealth Management
from 13F filings
Historical chart of Grand Wealth Management investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Grand Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Grand Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.5M | 52k | 125.62 |
| 2024-06-30 | $6.7M | 56k | 118.78 |
| 2024-03-31 | $6.5M | 57k | 115.30 |
| 2023-12-31 | $6.0M | 57k | 105.23 |
| 2023-09-30 | $6.0M | 64k | 94.19 |
| 2023-06-30 | $6.2M | 64k | 97.84 |
| 2023-03-31 | $5.9M | 65k | 90.55 |
| 2022-12-31 | $5.4M | 64k | 84.80 |
| 2022-09-30 | $5.2M | 66k | 79.54 |
| 2022-06-30 | $5.5M | 65k | 83.78 |
| 2022-03-31 | $6.6M | 65k | 100.94 |
| 2021-12-31 | $7.0M | 66k | 106.97 |