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iShares S&P 1500 Index Fund shares owned by Maltin Wealth Management

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Maltin Wealth Management from 13F filings

Historical chart of Maltin Wealth Management investment in iShares S&P 1500 Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 1500 Index Fund held by Maltin Wealth Management 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 Maltin Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.6M 21k 125.62
2024-06-30 $2.5M 21k 118.78
2024-03-31 $2.3M 20k 115.30
2023-12-31 $2.1M 20k 105.23
2023-09-30 $1.9M 20k 94.19
2023-06-30 $69M 704k 97.84
2023-03-31 $1.9M 21k 90.55
2022-12-31 $1.6M 19k 84.80
2022-09-30 $1.6M 20k 79.55
2022-06-30 $1.8M 22k 83.80
2022-03-31 $2.2M 22k 100.95
2021-12-31 $2.3M 22k 106.97
2021-09-30 $2.1M 22k 98.40
2021-06-30 $2.1M 21k 98.78
2021-03-31 $1.8M 20k 91.60
2020-12-31 $1.6M 19k 86.24
2020-09-30 $1.9M 25k 75.49
2020-06-30 $1.8M 25k 69.43
2020-03-31 $2.8M 50k 57.21
2019-12-31 $3.7M 51k 72.69