iShares S&P 1500 Index Fund shares owned by Kaydan Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Kaydan Wealth Management
from 13F filings
Historical chart of Kaydan 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 Kaydan Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 1500 Index Fund by Kaydan Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $713k | 5.7k | 125.63 |
2024-06-30 | $659k | 5.6k | 118.79 |
2024-03-31 | $628k | 5.4k | 115.30 |
2023-12-31 | $413k | 3.9k | 105.23 |
2023-09-30 | $364k | 3.9k | 94.18 |
2023-06-30 | $367k | 3.7k | 97.83 |
2023-03-31 | $322k | 3.6k | 90.56 |
2022-12-31 | $271k | 3.2k | 84.80 |
2022-09-30 | $258k | 3.2k | 79.54 |
2022-06-30 | $368k | 4.4k | 83.77 |
2022-03-31 | $399k | 4.0k | 100.95 |
2021-12-31 | $358k | 3.3k | 106.99 |