iShares S&P 1500 Index Fund shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $29M | 201k | 145.65 |
| 2025-06-30 | $28M | 203k | 135.04 |
| 2025-03-31 | $25M | 207k | 122.01 |
| 2024-12-31 | $25M | 196k | 128.62 |
| 2024-09-30 | $28M | 226k | 125.62 |
| 2024-06-30 | $27M | 225k | 118.78 |
| 2024-03-31 | $27M | 230k | 115.30 |
| 2023-09-30 | $26M | 272k | 94.19 |
| 2023-06-30 | $26M | 266k | 97.84 |
| 2023-03-31 | $24M | 260k | 90.55 |
| 2022-12-31 | $20M | 232k | 84.80 |
| 2022-09-30 | $20M | 256k | 79.54 |
| 2022-06-30 | $18M | 220k | 83.78 |
| 2022-03-31 | $25M | 245k | 100.94 |
| 2021-12-31 | $12M | 114k | 106.98 |
| 2021-09-30 | $12M | 124k | 98.38 |
| 2021-06-30 | $13M | 128k | 98.76 |
| 2021-03-31 | $11M | 123k | 91.60 |
| 2020-12-31 | $11M | 124k | 86.22 |
| 2020-09-30 | $25M | 329k | 75.49 |
| 2020-06-30 | $23M | 326k | 69.44 |
| 2020-03-31 | $26M | 456k | 57.21 |
| 2019-12-31 | $27M | 370k | 72.69 |
| 2019-09-30 | $18M | 272k | 67.07 |
| 2019-06-30 | $16M | 239k | 66.46 |
| 2019-03-31 | $14M | 217k | 64.40 |
| 2018-12-31 | $9.8M | 172k | 56.76 |
| 2018-09-30 | $9.7M | 146k | 66.76 |
| 2018-06-30 | $8.4M | 133k | 62.72 |
| 2018-03-31 | $6.4M | 108k | 59.06 |
| 2017-12-31 | $6.1M | 98k | 62.66 |
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