iShares S&P 1500 Index Fund shares owned by Madison Wealth Partners
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Madison Wealth Partners
from 13F filings
Historical chart of Madison Wealth Partners investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Madison Wealth Partners 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 Madison Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $803k | 7.0k | 115.30 |
| 2023-12-31 | $716k | 6.8k | 105.23 |
| 2023-09-30 | $465k | 4.9k | 94.19 |
| 2023-06-30 | $481k | 4.9k | 97.85 |
| 2023-03-31 | $450k | 5.0k | 90.54 |
| 2022-12-31 | $429k | 5.1k | 84.81 |
| 2022-09-30 | $467k | 5.9k | 79.57 |
| 2022-06-30 | $595k | 7.1k | 83.85 |