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
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Quarterly reported holdings in iShares S&P 1500 Index Fund by MorganRosel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $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 |
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