iShares S&P 1500 Index Fund shares owned by My Purposeful Wealth Corp.
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by My Purposeful Wealth Corp.
from 13F filings
Historical chart of My Purposeful Wealth Corp. investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by My Purposeful Wealth Corp.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 112k | 145.65 |
| 2025-06-30 | $15M | 109k | 138.21 |
| 2025-03-31 | $13M | 110k | 122.01 |
| 2024-12-31 | $16M | 124k | 128.62 |
| 2024-09-30 | $16M | 124k | 125.62 |
| 2024-06-30 | $15M | 124k | 118.78 |
| 2024-03-31 | $15M | 126k | 115.30 |
| 2023-12-31 | $13M | 121k | 105.23 |
| 2023-09-30 | $8.6M | 91k | 94.19 |
| 2023-06-30 | $9.0M | 92k | 97.84 |
| 2023-03-31 | $8.3M | 92k | 90.55 |
| 2022-12-31 | $7.8M | 93k | 84.80 |
More positions owned by My Purposeful Wealth Corp.
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