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iShares S&P 1500 Index Fund shares owned by Premier Path Wealth Partners

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Premier Path Wealth Partners from 13F filings

Historical chart of Premier Path Wealth Partners 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 Premier Path Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 1500 Index Fund by Premier Path Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 7.5k 145.65
2025-06-30 $1000k 7.4k 135.04
2025-03-31 $903k 7.4k 122.01
2024-12-31 $944k 7.3k 128.62
2024-09-30 $768k 6.1k 125.62
2024-06-30 $597k 5.0k 118.78