iShares S&P 1500 Index Fund shares owned by LJI Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by LJI Wealth Management
from 13F filings
Historical chart of LJI 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 LJI Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $166M | 1.1M | 145.65 |
| 2025-06-30 | $160M | 1.2M | 135.04 |
| 2025-03-31 | $127M | 1.0M | 122.01 |
| 2024-12-31 | $127M | 984k | 128.62 |
| 2024-09-30 | $115M | 913k | 125.62 |
| 2024-06-30 | $106M | 895k | 118.78 |
| 2024-03-31 | $98M | 846k | 115.30 |
| 2023-09-30 | $74M | 790k | 94.19 |
| 2023-06-30 | $73M | 2.0M | 37.17 |
| 2023-03-31 | $66M | 730k | 90.55 |
| 2022-12-31 | $58M | 683k | 84.80 |