iShares S&P 1500 Index Fund shares owned by PBMares Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by PBMares Wealth Management
from 13F filings
Historical chart of PBMares 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 PBMares Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $878k | 7.6k | 115.30 |
| 2023-12-31 | $866k | 8.2k | 105.23 |
| 2023-09-30 | $735k | 7.8k | 94.19 |
| 2023-06-30 | $764k | 7.8k | 97.84 |
| 2023-03-31 | $537k | 5.9k | 90.55 |
| 2022-12-31 | $514k | 6.1k | 84.80 |
| 2022-09-30 | $482k | 6.1k | 79.51 |
| 2022-06-30 | $509k | 6.1k | 83.83 |
| 2022-03-31 | $614k | 6.1k | 101.00 |
| 2021-12-31 | $681k | 6.4k | 106.91 |
| 2021-09-30 | $713k | 7.2k | 98.36 |
| 2021-06-30 | $735k | 7.4k | 98.72 |
| 2021-03-31 | $723k | 7.9k | 91.60 |
| 2020-12-31 | $740k | 8.6k | 86.22 |
| 2020-09-30 | $663k | 8.8k | 75.44 |
| 2020-06-30 | $648k | 9.3k | 69.45 |
| 2020-03-31 | $412k | 7.2k | 57.14 |
| 2019-12-31 | $585k | 8.1k | 72.63 |