iShares S&P 1500 Index Fund shares owned by MA Private Wealth
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by MA Private Wealth
from 13F filings
Historical chart of MA Private Wealth investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by MA Private Wealth 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 MA Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.4M | 38k | 115.30 |
| 2023-12-31 | $4.3M | 41k | 105.23 |
| 2023-09-30 | $4.3M | 46k | 94.19 |
| 2023-06-30 | $8.8M | 90k | 97.84 |
| 2023-03-31 | $8.1M | 89k | 90.55 |
| 2022-12-31 | $13M | 155k | 84.80 |
| 2022-09-30 | $18M | 218k | 83.94 |
| 2022-06-30 | $19M | 223k | 84.19 |
| 2022-03-31 | $33M | 323k | 100.94 |
| 2021-12-31 | $34M | 318k | 106.98 |
| 2021-09-30 | $32M | 322k | 98.38 |
| 2021-06-30 | $32M | 323k | 98.76 |
| 2021-03-31 | $29M | 320k | 91.60 |
| 2020-12-31 | $31M | 358k | 86.22 |
| 2020-09-30 | $21M | 273k | 75.49 |
| 2020-06-30 | $19M | 277k | 69.44 |
| 2020-03-31 | $24M | 427k | 57.21 |
| 2019-12-31 | $30M | 416k | 72.69 |
| 2019-09-30 | $28M | 423k | 67.07 |
| 2019-06-30 | $26M | 389k | 66.63 |
| 2019-03-31 | $14M | 221k | 64.40 |
| 2018-12-31 | $440k | 7.8k | 56.72 |