iShares S&P 1500 Index Fund shares owned by Measured Wealth Private Client Group
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Measured Wealth Private Client Group
from 13F filings
Historical chart of Measured Wealth Private Client Group investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Measured Wealth Private Client Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $227k | 1.5k | 148.69 |
| 2025-09-30 | $223k | 1.5k | 145.65 |
| 2025-06-30 | $207k | 1.5k | 135.04 |
| 2022-12-31 | $356k | 4.2k | 84.80 |
| 2022-09-30 | $232k | 2.9k | 79.48 |
| 2022-06-30 | $245k | 2.9k | 83.93 |
| 2022-03-31 | $295k | 2.9k | 101.06 |
| 2021-12-31 | $312k | 2.9k | 106.89 |
| 2021-09-30 | $287k | 2.9k | 98.32 |
| 2021-06-30 | $288k | 2.9k | 98.66 |
| 2021-03-31 | $267k | 2.9k | 91.47 |
| 2020-12-31 | $252k | 2.9k | 86.33 |
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