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iShares S&P 1500 Index Fund shares owned by Hassell Wealth Management

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Hassell Wealth Management from 13F filings

Historical chart of Hassell Wealth Management investment in iShares S&P 1500 Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 1500 Index Fund held by Hassell 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 Hassell Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.5M 52k 124.75
2024-06-30 $6.1M 51k 119.27
2024-03-31 $5.6M 51k 111.11
2023-12-31 $5.4M 50k 108.11
2023-09-30 $4.5M 49k 91.44
2023-06-30 $4.8M 48k 99.80
2023-03-31 $4.2M 47k 89.42
2022-12-31 $4.1M 47k 88.55