iShares S&P 1500 Index Fund shares owned by Orgel Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Orgel Wealth Management
from 13F filings
Historical chart of Orgel Wealth Management investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Orgel Wealth Management 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 Orgel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 9.5k | 125.62 |
| 2024-06-30 | $1.1M | 9.5k | 118.78 |
| 2024-03-31 | $1.1M | 9.5k | 115.30 |
| 2023-12-31 | $1.0M | 9.5k | 105.23 |
| 2023-09-30 | $896k | 9.5k | 94.19 |
| 2023-06-30 | $931k | 9.5k | 97.84 |
| 2023-03-31 | $864k | 9.5k | 90.55 |
| 2022-12-31 | $807k | 9.5k | 84.80 |