iShares S&P 1500 Index Fund shares owned by Long Run Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Long Run Wealth Advisors
from 13F filings
Historical chart of Long Run Wealth Advisors investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Long Run Wealth Advisors 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 Long Run Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $413k | 2.8k | 145.64 |
| 2025-06-30 | $353k | 2.6k | 135.06 |
| 2025-03-31 | $324k | 2.7k | 122.03 |
| 2024-12-31 | $356k | 2.8k | 128.61 |
| 2024-09-30 | $425k | 3.4k | 125.60 |
| 2024-06-30 | $209k | 1.8k | 118.78 |
| 2024-03-31 | $233k | 2.0k | 115.30 |
| 2023-12-31 | $213k | 2.0k | 105.23 |
| 2023-06-30 | $214k | 2.2k | 97.84 |
| 2021-12-31 | $216k | 2.0k | 106.82 |