iShares S&P 1500 Index Fund shares owned by NewEdge Wealth
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by NewEdge Wealth
from 13F filings
Historical chart of NewEdge Wealth investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by NewEdge Wealth 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 NewEdge Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $4.3M | 30k | 142.43 |
| 2025-12-31 | $3.7M | 25k | 148.69 |
| 2025-09-30 | $2.3M | 15k | 147.86 |
| 2025-06-30 | $2.2M | 16k | 138.14 |
| 2025-03-31 | $2.0M | 16k | 122.01 |
| 2024-12-31 | $2.0M | 16k | 128.62 |
| 2024-09-30 | $2.0M | 16k | 125.62 |
| 2024-06-30 | $1.7M | 14k | 118.78 |
| 2024-03-31 | $1.6M | 14k | 111.15 |
| 2023-12-31 | $1.7M | 16k | 105.23 |