iShares S&P 1500 Index Fund shares owned by Outlook Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Outlook Wealth Advisors
from 13F filings
Historical chart of Outlook Wealth Advisors investment in iShares S&P 1500 Index Fund
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 1500 Index Fund held by Outlook Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 1500 Index Fund by Outlook Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $751k | 6.0k | 125.62 |
| 2024-06-30 | $16M | 5.7k | 2801.78 |
| 2024-03-31 | $657k | 5.7k | 115.30 |
| 2023-12-31 | $656k | 6.2k | 105.23 |
| 2023-09-30 | $1.0M | 11k | 94.19 |
| 2023-06-30 | $1.1M | 11k | 97.84 |
| 2023-03-31 | $996k | 11k | 90.55 |
| 2022-12-31 | $1.1M | 13k | 84.80 |
| 2022-09-30 | $8.2M | 103k | 79.54 |
| 2022-06-30 | $12M | 142k | 83.78 |
| 2022-03-31 | $16M | 162k | 100.94 |
| 2021-12-31 | $19M | 181k | 106.98 |
| 2021-09-30 | $12M | 122k | 98.38 |
| 2021-06-30 | $11M | 112k | 98.76 |
| 2021-03-31 | $10M | 112k | 91.60 |
| 2020-12-31 | $8.8M | 102k | 86.22 |
| 2020-09-30 | $10M | 132k | 75.49 |
| 2020-06-30 | $9.3M | 134k | 69.44 |
| 2020-03-31 | $9.4M | 164k | 57.21 |
| 2019-12-31 | $13M | 176k | 72.69 |
| 2019-09-30 | $9.2M | 138k | 67.07 |
| 2019-06-30 | $7.5M | 112k | 66.64 |
| 2019-03-31 | $4.6M | 72k | 64.39 |
| 2018-12-31 | $6.7M | 12k | 567.60 |