iShares S&P 1500 Index Fund shares owned by Northwest Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Northwest Wealth Management
from 13F filings
Historical chart of Northwest Wealth Management investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Northwest Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $16M | 153k | 105.23 |
| 2023-09-30 | $12M | 129k | 94.19 |
| 2023-06-30 | $12M | 120k | 97.84 |
| 2023-03-31 | $9.4M | 104k | 90.55 |
| 2022-12-31 | $7.5M | 88k | 84.80 |
| 2022-09-30 | $6.3M | 79k | 79.55 |
| 2022-06-30 | $4.8M | 57k | 83.78 |
| 2022-03-31 | $2.4M | 24k | 100.93 |
| 2021-12-31 | $955k | 8.9k | 107.00 |
| 2021-09-30 | $367k | 3.7k | 98.26 |
| 2021-06-30 | $283k | 2.9k | 98.85 |
| 2020-06-30 | $253k | 3.6k | 69.56 |
| 2020-03-31 | $212k | 3.7k | 57.08 |
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