iShares S&P 1500 Index Fund shares owned by Old Second Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Old Second Wealth Management
from 13F filings
Historical chart of Old Second 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 Old Second Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $353k | 2.4k | 145.65 |
| 2025-06-30 | $324k | 2.4k | 135.04 |
| 2025-03-31 | $304k | 2.5k | 122.01 |
| 2024-12-31 | $270k | 2.1k | 128.62 |
| 2024-09-30 | $266k | 2.1k | 125.62 |
| 2024-06-30 | $230k | 1.9k | 118.78 |
| 2024-03-31 | $240k | 2.1k | 115.30 |
| 2023-12-31 | $215k | 2.0k | 105.23 |
| 2023-09-30 | $173k | 1.8k | 94.19 |
| 2023-06-30 | $157k | 1.6k | 97.84 |
| 2023-03-31 | $159k | 1.8k | 90.55 |
| 2022-12-31 | $129k | 1.5k | 84.80 |
| 2022-09-30 | $98k | 1.2k | 79.61 |
| 2022-06-30 | $73k | 866 | 84.30 |
| 2022-03-31 | $47k | 461 | 101.95 |
More positions owned by Old Second Wealth Management
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