iShares S&P 1500 Index Fund shares owned by Procyon Private Wealth Partners
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Procyon Private Wealth Partners
from 13F filings
Historical chart of Procyon Private Wealth Partners investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Procyon Private Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $47M | 320k | 145.65 |
| 2025-06-30 | $757k | 5.6k | 135.03 |
| 2025-03-31 | $702k | 5.8k | 122.00 |
| 2024-12-31 | $796k | 6.2k | 128.62 |
| 2024-09-30 | $818k | 6.5k | 125.62 |
| 2024-06-30 | $772k | 6.5k | 118.78 |
| 2024-03-31 | $607k | 5.3k | 115.30 |
| 2023-12-31 | $339k | 3.2k | 105.24 |
| 2023-09-30 | $371k | 3.9k | 94.19 |
| 2023-06-30 | $493k | 5.0k | 97.84 |
| 2023-03-31 | $504k | 5.6k | 90.54 |
| 2022-12-31 | $445k | 5.3k | 84.79 |
| 2022-09-30 | $248k | 3.1k | 79.44 |
| 2022-06-30 | $262k | 3.1k | 83.92 |
| 2022-03-31 | $325k | 3.2k | 101.06 |
| 2021-12-31 | $383k | 3.6k | 107.10 |
| 2021-09-30 | $363k | 3.7k | 98.27 |
| 2021-06-30 | $304k | 3.1k | 98.70 |
| 2021-03-31 | $277k | 3.0k | 91.60 |
| 2020-12-31 | $256k | 3.0k | 86.20 |
| 2020-09-30 | $219k | 2.9k | 75.62 |
| 2020-06-30 | $194k | 2.8k | 69.58 |
| 2020-03-31 | $156k | 2.7k | 57.25 |
| 2019-12-31 | $175k | 2.4k | 72.55 |
More positions owned by Procyon Private Wealth Partners
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