iShares S&P 1500 Index Fund shares owned by Kestra Private Wealth Services
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Kestra Private Wealth Services
from 13F filings
Historical chart of Kestra Private Wealth Services investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Kestra Private Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $9.8M | 85k | 115.30 |
| 2023-12-31 | $8.8M | 84k | 105.23 |
| 2023-09-30 | $7.7M | 81k | 94.19 |
| 2023-06-30 | $6.2M | 63k | 97.84 |
| 2023-03-31 | $5.3M | 58k | 90.55 |
| 2022-12-31 | $6.1M | 73k | 84.80 |
| 2022-09-30 | $5.6M | 70k | 79.54 |
| 2022-06-30 | $4.9M | 58k | 83.77 |
| 2022-03-31 | $4.3M | 43k | 100.93 |
| 2021-12-31 | $4.1M | 38k | 106.98 |
| 2021-09-30 | $3.7M | 38k | 98.37 |
| 2021-06-30 | $3.4M | 34k | 98.76 |
| 2021-03-31 | $2.9M | 32k | 91.60 |
| 2020-12-31 | $3.8M | 44k | 85.87 |
| 2020-09-30 | $3.2M | 43k | 75.57 |
More positions owned by Kestra Private Wealth Services
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