iShares S&P 1500 Index Fund shares owned by HHM Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by HHM Wealth Advisors
from 13F filings
Historical chart of HHM Wealth Advisors investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by HHM Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $689k | 4.7k | 145.65 |
| 2025-06-30 | $639k | 4.7k | 135.04 |
| 2025-03-31 | $48k | 396 | 122.01 |
| 2024-12-31 | $51k | 396 | 128.62 |
| 2024-09-30 | $50k | 396 | 125.62 |
| 2024-06-30 | $47k | 396 | 118.78 |
| 2024-03-31 | $46k | 396 | 115.30 |
| 2023-09-30 | $37k | 396 | 94.19 |
| 2023-06-30 | $39k | 396 | 97.84 |
| 2023-03-31 | $36k | 396 | 90.55 |
| 2022-12-31 | $34k | 396 | 84.80 |
| 2022-09-30 | $31k | 396 | 78.28 |
| 2022-06-30 | $33k | 396 | 83.33 |
| 2022-03-31 | $40k | 396 | 101.01 |
| 2021-12-31 | $42k | 396 | 106.06 |
| 2021-09-30 | $110k | 1.1k | 98.57 |
| 2021-06-30 | $106k | 1.1k | 98.97 |
| 2021-03-31 | $90k | 983 | 91.56 |
| 2020-12-31 | $34k | 396 | 85.86 |
| 2020-09-30 | $30k | 396 | 75.76 |
| 2020-06-30 | $27k | 396 | 68.18 |
| 2020-03-31 | $23k | 396 | 58.08 |