iShares S&P 1500 Index Fund shares owned by Ledge Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Ledge Wealth Management
from 13F filings
Historical chart of Ledge Wealth Management investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Ledge Wealth Management 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 Ledge Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $384k | 3.6k | 105.25 |
| 2023-09-30 | $262k | 2.8k | 94.19 |
| 2023-06-30 | $286k | 2.9k | 97.86 |
| 2023-03-31 | $1.8M | 20k | 90.55 |
| 2022-12-31 | $1.4M | 16k | 84.80 |
| 2022-09-30 | $770k | 9.7k | 79.57 |
| 2022-06-30 | $953k | 11k | 83.74 |
| 2022-03-31 | $2.0M | 20k | 100.93 |