iShares S&P 1500 Index Fund shares owned by Liberty Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Liberty Wealth Management
from 13F filings
Historical chart of Liberty Wealth Management investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Liberty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $255k | 1.7k | 148.72 |
| 2025-09-30 | $261k | 1.8k | 145.62 |
| 2025-06-30 | $242k | 1.8k | 135.05 |
| 2025-03-31 | $218k | 1.8k | 121.99 |
| 2024-12-31 | $234k | 1.8k | 128.64 |
| 2024-09-30 | $228k | 1.8k | 125.83 |
| 2024-06-30 | $245k | 2.1k | 118.82 |
| 2021-09-30 | $56k | 573 | 97.73 |
| 2021-06-30 | $56k | 570 | 98.25 |
| 2021-03-31 | $53k | 608 | 87.17 |
| 2020-12-31 | $53k | 608 | 87.17 |
| 2020-09-30 | $46k | 606 | 75.91 |
| 2020-06-30 | $107k | 1.5k | 69.53 |
| 2020-03-31 | $2.7M | 47k | 57.19 |
| 2019-12-31 | $3.5M | 48k | 72.68 |
| 2019-09-30 | $1.6M | 23k | 67.08 |
| 2019-06-30 | $1.1M | 16k | 66.65 |
| 2019-03-31 | $639k | 9.9k | 64.31 |