iShares S&P 1500 Index Fund shares owned by North Ridge Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by North Ridge Wealth Advisors
from 13F filings
Historical chart of North Ridge Wealth Advisors investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by North Ridge Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $732k | 6.2k | 118.78 |
| 2024-03-31 | $725k | 6.3k | 115.31 |
| 2023-12-31 | $683k | 6.5k | 105.23 |
| 2023-09-30 | $646k | 6.9k | 94.19 |
| 2023-06-30 | $688k | 7.0k | 97.84 |
| 2023-03-31 | $719k | 7.9k | 90.55 |
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