iShares S&P 1500 Index Fund shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors 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 Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 1500 Index Fund by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.3M | 15k | 148.69 |
| 2025-09-30 | $490k | 3.4k | 145.67 |
| 2025-06-30 | $561k | 4.2k | 135.05 |
| 2025-03-31 | $506k | 4.2k | 122.03 |
| 2024-12-31 | $676k | 5.3k | 128.62 |
| 2024-09-30 | $585k | 4.7k | 125.60 |
| 2024-06-30 | $441k | 3.7k | 118.78 |
| 2024-03-31 | $291k | 2.5k | 115.31 |
| 2023-12-31 | $338k | 3.2k | 105.23 |