iShares S&P 1500 Index Fund shares owned by GW & Wade
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by GW & Wade
from 13F filings
Historical chart of GW & Wade investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by GW & Wade 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 GW & Wade
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $637k | 6.1k | 105.20 |
| 2023-09-30 | $560k | 5.9k | 94.21 |
| 2023-06-30 | $613k | 6.3k | 97.83 |
| 2023-03-31 | $518k | 5.7k | 90.56 |
| 2022-12-31 | $485k | 5.7k | 84.75 |
| 2022-09-30 | $750k | 9.4k | 79.49 |
| 2022-06-30 | $802k | 9.6k | 83.80 |
| 2022-03-31 | $226k | 2.2k | 100.89 |
| 2021-12-31 | $219k | 2.0k | 107.09 |
| 2021-09-30 | $208k | 2.1k | 98.30 |
| 2021-06-30 | $208k | 2.1k | 98.58 |