iShares S&P 1500 Index Fund shares owned by Raffa Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Raffa Wealth Management
from 13F filings
Historical chart of Raffa 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 Raffa Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $610k | 3.7k | 164.27 |
| 2026-03-31 | $716k | 5.0k | 142.43 |
| 2025-12-31 | $757k | 5.1k | 148.69 |
| 2025-09-30 | $742k | 5.1k | 145.65 |
| 2025-06-30 | $688k | 5.1k | 135.04 |
| 2025-03-31 | $621k | 5.1k | 122.01 |
| 2024-12-31 | $611k | 4.8k | 128.62 |
| 2024-09-30 | $597k | 4.8k | 125.62 |
| 2024-06-30 | $564k | 4.8k | 118.78 |
| 2024-03-31 | $548k | 4.8k | 115.30 |
| 2023-12-31 | $500k | 4.8k | 105.23 |
| 2023-09-30 | $447k | 4.8k | 94.19 |
| 2023-06-30 | $465k | 4.8k | 97.84 |
| 2023-03-31 | $552k | 6.1k | 90.55 |
| 2022-12-31 | $517k | 6.1k | 84.80 |
| 2022-09-30 | $485k | 6.1k | 79.54 |
| 2022-06-30 | $511k | 6.1k | 83.78 |
| 2022-03-31 | $616k | 6.1k | 100.94 |
| 2021-12-31 | $653k | 6.1k | 106.98 |
| 2021-09-30 | $600k | 6.1k | 98.38 |
| 2021-06-30 | $602k | 6.1k | 98.76 |
| 2021-03-31 | $559k | 6.1k | 91.60 |
| 2020-12-31 | $556k | 6.5k | 86.22 |
| 2020-09-30 | $487k | 6.5k | 75.49 |
| 2020-06-30 | $448k | 6.5k | 69.44 |
| 2020-03-31 | $369k | 6.5k | 57.21 |
| 2019-12-31 | $469k | 6.5k | 72.69 |
| 2019-09-30 | $433k | 6.5k | 67.07 |
| 2019-03-31 | $844k | 13k | 64.40 |
| 2018-12-31 | $727k | 13k | 56.76 |
| 2018-09-30 | $426k | 6.4k | 66.63 |
| 2018-06-30 | $400k | 6.4k | 62.52 |
| 2018-03-31 | $387k | 6.4k | 60.46 |
| 2017-12-31 | $379k | 6.2k | 61.14 |
| 2017-09-30 | $357k | 6.2k | 57.63 |
| 2017-06-30 | $344k | 6.2k | 55.42 |
| 2017-03-31 | $335k | 6.2k | 54.03 |
| 2016-12-31 | $318k | 6.2k | 51.29 |
| 2016-09-30 | $307k | 6.2k | 49.53 |
| 2016-06-30 | $295k | 3.1k | 95.25 |
| 2016-03-31 | $289k | 3.1k | 93.36 |
| 2015-12-31 | $288k | 3.1k | 92.86 |
| 2015-09-30 | $272k | 3.1k | 87.60 |