iShares S&P 1500 Index Fund shares owned by Icon Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Icon Wealth Advisors
from 13F filings
Historical chart of Icon Wealth Advisors investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Icon Wealth Advisors 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 Icon Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.1M | 14k | 148.70 |
| 2025-09-30 | $2.0M | 14k | 145.65 |
| 2025-06-30 | $1.9M | 14k | 135.04 |
| 2025-03-31 | $1.7M | 14k | 122.01 |
| 2024-12-31 | $1.8M | 14k | 128.62 |
| 2024-09-30 | $1.7M | 14k | 125.62 |
| 2024-03-31 | $1.6M | 14k | 115.30 |
| 2023-12-31 | $1.5M | 14k | 105.23 |
| 2022-12-31 | $1.2M | 14k | 84.80 |
| 2022-09-30 | $1.1M | 14k | 79.57 |