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

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

Historical chart of Mascoma 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 Mascoma 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 Mascoma Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $10k 81 125.62
2024-06-30 $9.6k 81 118.78
2024-03-31 $9.3k 81 115.30
2023-12-31 $8.5k 81 105.23
2023-09-30 $7.6k 81 94.19
2023-06-30 $8.0k 81 99.26
2023-03-31 $67k 727 91.47
2022-12-31 $57k 672 84.80
2022-09-30 $53k 672 78.87
2022-06-30 $56k 672 83.33
2022-03-31 $62k 618 100.32
2021-12-31 $55k 518 106.18
2021-09-30 $51k 518 98.46
2021-03-31 $47k 518 90.73