iShares S&P 1500 Index Fund shares owned by Pacific Capital Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Pacific Capital Wealth Advisors
from 13F filings
Historical chart of Pacific Capital 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 Pacific Capital 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 Pacific Capital Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $946k | 7.4k | 128.62 |
| 2024-09-30 | $924k | 7.4k | 125.62 |
| 2024-06-30 | $874k | 7.4k | 118.78 |
| 2024-03-31 | $848k | 7.4k | 115.30 |
| 2023-12-31 | $889k | 8.4k | 105.24 |
| 2023-09-30 | $694k | 7.4k | 94.19 |
| 2023-06-30 | $721k | 7.4k | 97.84 |
| 2023-03-31 | $667k | 7.4k | 90.55 |
| 2022-12-31 | $637k | 7.5k | 84.80 |
| 2022-09-30 | $610k | 7.7k | 79.57 |
| 2022-06-30 | $512k | 6.1k | 83.71 |
| 2022-03-31 | $617k | 6.1k | 100.88 |
| 2021-12-31 | $654k | 6.1k | 106.93 |
| 2021-09-30 | $602k | 6.1k | 98.43 |
| 2021-06-30 | $604k | 6.1k | 98.76 |
| 2021-03-31 | $560k | 6.1k | 91.56 |
| 2020-12-31 | $778k | 9.0k | 86.21 |
| 2020-09-30 | $691k | 9.1k | 75.54 |
| 2020-06-30 | $629k | 9.1k | 69.45 |
| 2020-03-31 | $539k | 9.4k | 57.26 |
| 2019-12-31 | $681k | 9.4k | 72.66 |
More positions owned by Pacific Capital Wealth Advisors
View all positions for Pacific Capital Wealth Advisors