iShares S&P 1500 Index Fund shares owned by Patriot Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Patriot Wealth Management
from 13F filings
Historical chart of Patriot 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 Patriot Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2018-12-31 | $9.8M | 173k | 56.76 |
| 2018-09-30 | $4.9M | 74k | 66.63 |
| 2018-06-30 | $3.3M | 52k | 62.51 |
| 2018-03-31 | $2.8M | 47k | 60.46 |
| 2017-12-31 | $2.6M | 42k | 61.13 |
| 2017-09-30 | $2.2M | 38k | 57.62 |
| 2017-06-30 | $1.9M | 34k | 55.43 |
| 2017-03-31 | $1.6M | 29k | 54.01 |
| 2016-12-31 | $1.4M | 27k | 51.28 |
| 2016-09-30 | $1.3M | 26k | 49.53 |
| 2016-06-30 | $1.2M | 13k | 95.29 |
| 2016-03-31 | $1.1M | 12k | 93.34 |
| 2015-12-31 | $1.9M | 21k | 92.87 |
| 2015-09-30 | $343k | 3.9k | 87.59 |