iShares S&P 1500 Index Fund shares owned by Icapital Wealth
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Icapital Wealth
from 13F filings
Historical chart of Icapital Wealth 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 Icapital Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 1500 Index Fund by Icapital Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $444k | 3.0k | 145.65 |
| 2025-06-30 | $411k | 3.0k | 135.04 |
| 2025-03-31 | $372k | 3.0k | 122.01 |
| 2024-12-31 | $392k | 3.0k | 128.62 |
| 2024-09-30 | $289k | 2.3k | 125.62 |
| 2024-06-30 | $273k | 2.3k | 118.78 |
| 2024-03-31 | $265k | 2.3k | 115.30 |
| 2023-12-31 | $242k | 2.3k | 105.23 |
| 2023-09-30 | $217k | 2.3k | 94.19 |
| 2023-06-30 | $225k | 2.3k | 97.84 |
| 2023-03-31 | $317k | 3.5k | 90.55 |
| 2022-12-31 | $297k | 3.5k | 84.80 |
| 2022-09-30 | $278k | 3.5k | 79.43 |
| 2022-06-30 | $293k | 3.5k | 83.71 |
| 2022-03-31 | $350k | 3.5k | 99.91 |
| 2021-12-31 | $374k | 3.5k | 106.86 |