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iShares S&P 1500 Index Fund shares owned by Johnson Wealth Management

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Johnson Wealth Management from 13F filings

Historical chart of Johnson Wealth Management 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 Johnson Wealth Management 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 Johnson Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $205k 1.2k 164.27
2025-09-30 $332k 2.3k 145.65