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iShares S&P 1500 Index Fund shares owned by Meridian Wealth Partners

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

Historical chart of Meridian Wealth Partners 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 Meridian Wealth Partners 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 Meridian Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.2M 13k 94.19
2023-06-30 $1.3M 13k 97.84
2023-03-31 $1.2M 13k 90.55
2022-12-31 $1.1M 13k 84.80
2022-09-30 $1.1M 13k 79.55
2022-06-30 $1.2M 14k 83.79
2022-03-31 $1.4M 14k 100.97
2021-12-31 $1.5M 14k 106.98
2021-09-30 $1.4M 14k 98.36
2021-06-30 $1.4M 14k 98.78
2021-03-31 $1.3M 14k 91.61
2020-12-31 $1.2M 14k 86.24
2020-09-30 $1.0M 14k 75.49
2020-06-30 $956k 14k 69.43
2020-03-31 $788k 14k 57.23