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iShares S&P 1500 Index Fund shares owned by Kore Private Wealth

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

Historical chart of Kore Private Wealth 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 Kore Private Wealth 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 Kore Private Wealth

Quarter filed Position value Share count Share price at filing
2022-09-30 $215k 2.7k 79.57
2022-06-30 $226k 2.7k 83.67
2022-03-31 $307k 3.0k 100.95
2021-12-31 $326k 3.1k 106.89
2021-09-30 $270k 2.7k 98.50
2021-06-30 $248k 2.5k 98.73
2020-06-30 $6.0k 95 63.16
2020-03-31 $5.0k 95 52.63
2019-12-31 $7.0k 100 70.00
2019-03-31 $17k 260 65.38