iShares S&P 1500 Index Fund shares owned by OptiFour Integrated Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by OptiFour Integrated Wealth Management
from 13F filings
Historical chart of OptiFour Integrated 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 OptiFour Integrated Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2019-12-31 | $22M | 307k | 72.69 |
| 2019-09-30 | $21M | 307k | 67.07 |
| 2019-06-30 | $20M | 302k | 66.63 |
| 2019-03-31 | $19M | 298k | 64.40 |
| 2018-12-31 | $16M | 289k | 56.76 |
| 2018-09-30 | $19M | 279k | 66.63 |
| 2018-06-30 | $17M | 272k | 62.52 |
| 2018-03-31 | $16M | 271k | 60.46 |
| 2017-12-31 | $16M | 258k | 61.14 |
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