iShares S&P 1500 Index Fund shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello 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 Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 108k | 145.65 |
| 2025-06-30 | $15M | 110k | 135.04 |
| 2025-03-31 | $14M | 112k | 122.01 |
| 2024-12-31 | $15M | 120k | 128.62 |
| 2024-09-30 | $25M | 219k | 115.30 |
| 2024-06-30 | $16M | 138k | 118.78 |
| 2024-03-31 | $25M | 219k | 115.30 |
| 2023-12-31 | $23M | 219k | 105.23 |
| 2023-09-30 | $34M | 365k | 94.19 |
| 2023-06-30 | $31M | 312k | 97.84 |
| 2023-03-31 | $26M | 290k | 90.16 |
| 2022-12-31 | $23M | 276k | 84.80 |
| 2022-09-30 | $17M | 208k | 79.54 |
| 2022-06-30 | $17M | 202k | 83.78 |
| 2022-03-31 | $20M | 195k | 100.94 |
| 2021-12-31 | $15M | 139k | 106.98 |
| 2021-09-30 | $16M | 157k | 98.38 |
| 2021-06-30 | $1.6M | 16k | 98.77 |
More positions owned by Monticello Wealth Management
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