iShares S&P 1500 Index Fund shares owned by One Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by One Wealth Advisors
from 13F filings
Historical chart of One Wealth Advisors investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by One Wealth Advisors 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 One Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 20k | 145.65 |
| 2025-06-30 | $2.8M | 20k | 135.04 |
| 2025-03-31 | $2.2M | 18k | 122.01 |
| 2024-12-31 | $668k | 5.2k | 128.62 |
| 2024-09-30 | $667k | 5.3k | 125.62 |
| 2024-06-30 | $629k | 5.4k | 116.72 |