iShares S&P 1500 Index Fund shares owned by MN Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by MN Wealth Advisors
from 13F filings
Historical chart of MN Wealth Advisors 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 MN Wealth Advisors 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 MN Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 11k | 145.66 |
| 2025-06-30 | $1.4M | 10k | 135.04 |
| 2025-03-31 | $1.4M | 11k | 122.01 |
| 2024-12-31 | $1.1M | 8.2k | 128.63 |
| 2024-09-30 | $1.1M | 8.5k | 125.63 |
| 2024-06-30 | $1.1M | 9.0k | 118.79 |
| 2024-03-31 | $1.0M | 8.8k | 115.31 |