iShares S&P 1500 Index Fund shares owned by Independent Solutions Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Independent Solutions Wealth Management
from 13F filings
Historical chart of Independent Solutions Wealth Management investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Independent Solutions Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.6M | 52k | 145.65 |
| 2025-06-30 | $7.2M | 53k | 135.04 |
| 2025-03-31 | $6.5M | 53k | 122.01 |
| 2024-12-31 | $6.8M | 53k | 128.62 |
| 2024-09-30 | $8.6M | 69k | 125.62 |
| 2024-06-30 | $9.4M | 79k | 118.78 |
| 2024-03-31 | $9.1M | 79k | 115.30 |
| 2023-12-31 | $8.6M | 82k | 105.23 |
| 2023-09-30 | $7.9M | 83k | 94.19 |
| 2023-06-30 | $8.5M | 87k | 97.84 |
| 2023-03-31 | $7.9M | 87k | 90.55 |
| 2022-12-31 | $7.7M | 91k | 84.80 |
| 2022-09-30 | $9.0M | 113k | 79.54 |
| 2022-06-30 | $9.6M | 115k | 83.78 |
| 2022-03-31 | $12M | 115k | 100.94 |
| 2021-12-31 | $12M | 116k | 106.98 |
| 2021-09-30 | $12M | 121k | 98.38 |
| 2021-06-30 | $14M | 142k | 98.76 |
| 2021-03-31 | $14M | 148k | 91.60 |
| 2020-12-31 | $13M | 151k | 86.22 |
| 2020-09-30 | $11M | 144k | 75.49 |
| 2020-06-30 | $11M | 151k | 69.44 |
| 2020-03-31 | $9.0M | 158k | 57.21 |
| 2019-12-31 | $11M | 148k | 72.69 |
More positions owned by Independent Solutions Wealth Management
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