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

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

Historical chart of Horst & Graben 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 Horst & Graben 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 Horst & Graben Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 8.1k 145.65
2025-06-30 $1.1M 8.1k 135.04
2025-03-31 $451k 3.7k 122.01
2024-12-31 $259k 2.0k 128.62
2024-09-30 $236k 1.9k 125.62
2024-06-30 $253k 2.1k 118.78