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
Download as csv Download as ExcelQuarterly 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 |
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