iShares S&P 1500 Index Fund shares owned by Mission Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Mission Wealth Management
from 13F filings
Historical chart of Mission 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 Mission Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $40M | 384k | 105.23 |
| 2023-09-30 | $38M | 399k | 94.19 |
| 2023-06-30 | $40M | 412k | 97.84 |
| 2023-03-31 | $38M | 421k | 90.55 |
| 2022-12-31 | $36M | 425k | 84.80 |
| 2022-09-30 | $33M | 419k | 79.54 |
| 2022-06-30 | $35M | 419k | 83.78 |
| 2022-03-31 | $44M | 431k | 100.94 |
| 2021-12-31 | $48M | 447k | 106.98 |
| 2021-09-30 | $44M | 442k | 98.38 |
| 2021-06-30 | $49M | 497k | 98.76 |
| 2021-03-31 | $47M | 509k | 91.60 |
| 2020-12-31 | $46M | 534k | 86.22 |
| 2020-09-30 | $41M | 547k | 75.49 |
| 2020-06-30 | $40M | 575k | 69.44 |
| 2020-03-31 | $35M | 603k | 57.21 |
| 2019-12-31 | $8.9M | 123k | 72.69 |
| 2019-09-30 | $8.3M | 125k | 67.07 |
| 2019-06-30 | $8.4M | 126k | 66.63 |
| 2019-03-31 | $7.3M | 114k | 64.40 |
| 2018-12-31 | $6.3M | 111k | 56.76 |
| 2018-09-30 | $2.6M | 39k | 66.63 |
| 2018-06-30 | $2.2M | 35k | 62.52 |
| 2018-03-31 | $1.4M | 24k | 60.45 |
| 2017-12-31 | $931k | 15k | 61.12 |
| 2017-09-30 | $481k | 8.4k | 57.60 |