iShares S&P 1500 Index Fund shares owned by Opes Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Opes Wealth Management
from 13F filings
Historical chart of Opes 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 Opes Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $565k | 3.9k | 145.65 |
| 2025-06-30 | $543k | 4.0k | 135.04 |
| 2024-12-31 | $376k | 2.9k | 128.62 |
| 2024-09-30 | $386k | 3.1k | 125.62 |
| 2024-06-30 | $346k | 2.9k | 118.78 |
| 2024-03-31 | $328k | 2.8k | 115.30 |
| 2023-12-31 | $312k | 3.0k | 105.23 |
| 2023-09-30 | $275k | 2.9k | 94.19 |
| 2023-06-30 | $287k | 2.9k | 97.84 |
| 2023-03-31 | $229k | 2.5k | 90.55 |
| 2022-12-31 | $1.1M | 13k | 84.80 |
| 2022-09-30 | $200k | 2.5k | 79.37 |
| 2022-03-31 | $208k | 2.1k | 101.02 |
| 2021-12-31 | $220k | 2.1k | 107.00 |
| 2021-09-30 | $200k | 2.0k | 98.14 |
| 2021-06-30 | $204k | 2.1k | 98.74 |
| 2019-12-31 | $354k | 4.9k | 72.73 |
| 2019-09-30 | $284k | 4.2k | 67.19 |
| 2019-06-30 | $308k | 4.6k | 66.58 |
| 2019-03-31 | $310k | 4.8k | 64.36 |