iShares S&P 1500 Index Fund shares owned by Modern Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Modern Wealth Management
from 13F filings
Historical chart of Modern Wealth Management 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 Modern Wealth Management 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 Modern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $20M | 139k | 145.65 |
| 2025-06-30 | $19M | 142k | 135.04 |
| 2025-03-31 | $14M | 118k | 122.01 |
| 2024-12-31 | $3.9M | 31k | 128.62 |
| 2024-09-30 | $3.7M | 29k | 125.62 |
| 2024-06-30 | $3.1M | 26k | 118.78 |