iShares S&P 1500 Index Fund shares owned by Laurel Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Laurel Wealth Advisors
from 13F filings
Historical chart of Laurel 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 Laurel Wealth Advisors 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 Laurel Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $171k | 1.4k | 125.62 |
2024-06-30 | $159k | 1.3k | 118.78 |
2024-03-31 | $149k | 1.3k | 115.30 |
2023-09-30 | $25k | 262 | 94.19 |
2023-06-30 | $26k | 262 | 97.84 |
2023-03-31 | $24k | 262 | 90.55 |
2022-12-31 | $22k | 262 | 84.80 |
2022-09-30 | $21k | 262 | 80.15 |
2022-06-30 | $22k | 262 | 83.97 |
2022-03-31 | $26k | 262 | 99.24 |
2021-12-31 | $28k | 262 | 106.87 |
2021-09-30 | $26k | 262 | 99.24 |
2021-06-30 | $26k | 262 | 99.24 |
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