iShares S&P 1500 Index Fund shares owned by Principle Wealth Partners
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Principle Wealth Partners
from 13F filings
Historical chart of Principle Wealth Partners investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Principle 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 Principle Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $277k | 2.3k | 118.78 |
| 2024-03-31 | $269k | 2.3k | 115.30 |
| 2023-12-31 | $245k | 2.3k | 105.23 |
| 2023-09-30 | $219k | 2.3k | 94.19 |
| 2023-06-30 | $228k | 2.3k | 97.84 |
| 2023-03-31 | $211k | 2.3k | 90.55 |