MorganRosel Wealth Management »

iShares S&P 1500 Index Fund shares owned by MorganRosel Wealth Management

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by MorganRosel Wealth Management from 13F filings

Historical chart of MorganRosel 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 MorganRosel Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 1500 Index Fund by MorganRosel Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.4M 67k 125.62
2024-06-30 $7.3M 61k 118.78
2024-03-31 $7.0M 61k 115.30
2023-12-31 $6.7M 63k 105.23
2023-09-30 $6.0M 64k 94.19
2023-06-30 $6.0M 62k 97.84
2023-03-31 $4.4M 49k 90.55
2022-12-31 $2.0M 24k 84.80