iShares S&P 1500 Index Fund shares owned by Great Waters Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Great Waters Wealth Management
from 13F filings
Historical chart of Great Waters 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 Great Waters Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $409k | 2.8k | 145.65 |
| 2025-06-30 | $380k | 2.8k | 135.02 |
| 2025-03-31 | $354k | 2.9k | 122.03 |
| 2024-12-31 | $373k | 2.9k | 128.63 |
| 2024-09-30 | $311k | 2.5k | 125.62 |
| 2024-06-30 | $294k | 2.5k | 118.78 |
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