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iShares S&P 1500 Index Fund shares owned by New England Guild Wealth Advisors

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by New England Guild Wealth Advisors from 13F filings

Historical chart of New England Guild Wealth Advisors 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 New England Guild Wealth Advisors 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 New England Guild Wealth Advisors

Quarter filed Position value Share count Share price at filing
2022-12-31 $322k 3.8k 84.67
2022-09-30 $302k 3.8k 79.41
2022-06-30 $319k 3.8k 83.88
2022-03-31 $384k 3.8k 100.97
2021-12-31 $407k 3.8k 107.02
2021-09-30 $374k 3.8k 98.34
2021-06-30 $386k 3.9k 98.70
2021-03-31 $386k 4.2k 91.71
2020-12-31 $363k 4.2k 86.24
2020-09-30 $271k 3.6k 75.49
2020-06-30 $249k 3.6k 69.36
2020-03-31 $205k 3.6k 57.10