iShares S&P 1500 Index Fund shares owned by KWMG
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by KWMG
from 13F filings
Historical chart of KWMG investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by KWMG
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 7.0k | 145.65 |
| 2025-06-30 | $920k | 6.8k | 135.04 |
| 2025-03-31 | $831k | 6.8k | 122.01 |
| 2024-12-31 | $876k | 6.8k | 128.62 |
| 2024-09-30 | $856k | 6.8k | 125.62 |
| 2024-06-30 | $814k | 6.9k | 118.78 |
| 2024-03-31 | $790k | 6.9k | 115.30 |
| 2023-12-31 | $721k | 6.9k | 105.23 |
| 2023-09-30 | $646k | 6.9k | 94.19 |
| 2023-06-30 | $670k | 6.9k | 97.84 |
| 2023-03-31 | $621k | 6.9k | 90.55 |
| 2022-12-31 | $582k | 6.9k | 84.80 |
| 2022-09-30 | $543k | 6.8k | 79.61 |
| 2022-06-30 | $572k | 6.8k | 83.83 |
| 2022-03-31 | $690k | 6.8k | 100.95 |
| 2021-12-31 | $731k | 6.8k | 106.98 |
| 2021-09-30 | $672k | 6.8k | 98.35 |
| 2021-06-30 | $676k | 6.8k | 98.93 |
| 2021-03-31 | $626k | 6.8k | 91.61 |
| 2020-12-31 | $592k | 6.9k | 86.28 |
| 2020-09-30 | $552k | 7.3k | 75.45 |
| 2020-06-30 | $713k | 10k | 69.41 |
| 2020-03-31 | $591k | 10k | 57.19 |
| 2019-03-31 | $0 | 1 | 0.00 |
| 2018-12-31 | $0 | 1 | 0.00 |