iShares S&P 1500 Index Fund shares owned by IAG Wealth Partners
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by IAG Wealth Partners
from 13F filings
Historical chart of IAG Wealth Partners investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by IAG Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $60k | 479 | 125.62 |
| 2024-06-30 | $35k | 298 | 118.78 |
| 2024-03-31 | $34k | 298 | 115.30 |
| 2023-12-31 | $31k | 298 | 105.23 |
| 2023-09-30 | $28k | 298 | 94.19 |
| 2023-06-30 | $34k | 349 | 97.84 |
| 2023-03-31 | $32k | 349 | 90.55 |
| 2022-12-31 | $30k | 349 | 84.80 |
| 2022-09-30 | $29k | 367 | 79.02 |
| 2022-06-30 | $31k | 367 | 84.47 |
| 2022-03-31 | $37k | 367 | 100.82 |
| 2021-12-31 | $45k | 417 | 107.91 |
| 2021-09-30 | $37k | 367 | 100.82 |
| 2021-06-30 | $48k | 482 | 99.59 |
| 2021-03-31 | $48k | 518 | 92.66 |
| 2020-12-31 | $58k | 664 | 87.35 |
| 2020-09-30 | $67k | 875 | 76.57 |
| 2020-06-30 | $80k | 1.1k | 69.75 |
| 2020-03-31 | $66k | 1.1k | 57.54 |
| 2019-12-31 | $254k | 3.5k | 72.88 |