iShares S&P 1500 Index Fund shares owned by Pasadena Private Wealth
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Pasadena Private Wealth
from 13F filings
Historical chart of Pasadena Private Wealth investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Pasadena Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 14k | 145.66 |
| 2025-06-30 | $1.7M | 13k | 135.04 |
| 2025-03-31 | $1.3M | 11k | 122.01 |
| 2024-12-31 | $1.3M | 10k | 128.62 |
| 2024-09-30 | $972k | 7.7k | 125.61 |
| 2024-06-30 | $886k | 7.5k | 118.79 |
| 2024-03-31 | $758k | 6.6k | 115.30 |
| 2023-12-31 | $765k | 7.3k | 105.23 |
| 2023-09-30 | $798k | 8.5k | 94.19 |
| 2023-06-30 | $705k | 7.2k | 97.84 |
| 2023-03-31 | $685k | 7.6k | 90.55 |
| 2022-12-31 | $647k | 7.6k | 84.80 |
| 2022-09-30 | $571k | 7.2k | 79.57 |
| 2022-06-30 | $558k | 6.7k | 83.80 |