iShares S&P 1500 Index Fund shares owned by HB Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by HB Wealth Management
from 13F filings
Historical chart of HB 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 HB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $120M | 956k | 125.62 |
| 2024-06-30 | $116M | 977k | 118.78 |
| 2024-03-31 | $95M | 823k | 115.30 |
| 2023-12-31 | $86M | 819k | 105.23 |
| 2023-09-30 | $78M | 823k | 94.19 |
| 2023-06-30 | $82M | 842k | 97.84 |
| 2023-03-31 | $76M | 840k | 90.55 |
| 2022-12-31 | $74M | 872k | 84.80 |
| 2022-09-30 | $65M | 814k | 79.54 |
| 2022-06-30 | $57M | 676k | 83.78 |
| 2022-03-31 | $66M | 652k | 100.94 |
| 2021-12-31 | $70M | 651k | 106.98 |
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