iShares S&P 1500 Index Fund shares owned by Merriman Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Merriman Wealth Management
from 13F filings
Historical chart of Merriman 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 Merriman Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.0M | 8.3k | 125.62 |
| 2024-06-30 | $997k | 8.4k | 118.78 |
| 2024-03-31 | $1.0M | 8.8k | 115.30 |
| 2023-09-30 | $914k | 9.7k | 94.24 |
| 2023-06-30 | $948k | 9.7k | 97.84 |
| 2023-03-31 | $1.2M | 13k | 90.55 |
| 2022-12-31 | $1.1M | 13k | 84.80 |
| 2022-09-30 | $982k | 12k | 79.58 |
| 2022-06-30 | $1.1M | 13k | 83.76 |
| 2022-03-31 | $1.3M | 12k | 100.95 |
| 2021-12-31 | $1.3M | 12k | 106.98 |
| 2021-09-30 | $1.2M | 12k | 98.38 |
| 2021-06-30 | $1.2M | 12k | 98.72 |
| 2021-03-31 | $1.1M | 12k | 91.61 |
| 2020-12-31 | $1.0M | 12k | 86.28 |
| 2020-09-30 | $892k | 12k | 75.52 |
| 2020-06-30 | $813k | 12k | 69.42 |
| 2020-03-31 | $880k | 15k | 57.21 |
| 2018-09-30 | $900k | 14k | 66.65 |
| 2018-06-30 | $844k | 14k | 62.50 |
| 2018-03-31 | $816k | 14k | 60.43 |
| 2017-12-31 | $631k | 10k | 61.14 |
| 2017-03-31 | $674k | 13k | 54.04 |
More positions owned by Merriman Wealth Management
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