iShares S&P 1500 Index Fund shares owned by MBL Wealth
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by MBL Wealth
from 13F filings
Historical chart of MBL Wealth investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by MBL 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 MBL Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 9.1k | 145.65 |
| 2025-06-30 | $1.2M | 8.7k | 135.04 |
| 2025-03-31 | $989k | 8.1k | 122.00 |
| 2024-12-31 | $917k | 7.1k | 128.63 |
| 2024-09-30 | $827k | 6.6k | 125.63 |
| 2024-06-30 | $719k | 6.1k | 118.78 |
| 2024-03-31 | $519k | 4.5k | 115.30 |
| 2023-12-31 | $440k | 4.2k | 105.23 |
| 2023-09-30 | $357k | 3.8k | 94.19 |
| 2023-06-30 | $330k | 3.4k | 97.85 |
| 2023-03-31 | $269k | 3.0k | 90.56 |
| 2022-12-31 | $244k | 2.9k | 84.81 |