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
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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 |
|---|---|---|---|
| 2024-03-31 | $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 |