iShares S&P 1500 Index Fund shares owned by Regent Peak Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Regent Peak Wealth Advisors
from 13F filings
Historical chart of Regent Peak Wealth Advisors investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Regent Peak Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $13M | 103k | 125.62 |
| 2024-06-30 | $13M | 105k | 118.78 |
| 2024-03-31 | $14M | 121k | 115.30 |
| 2023-12-31 | $18M | 173k | 105.23 |
| 2023-09-30 | $19M | 203k | 94.19 |
| 2023-06-30 | $20M | 199k | 97.84 |
| 2023-03-31 | $19M | 209k | 90.55 |
| 2022-12-31 | $23M | 273k | 84.80 |
| 2022-09-30 | $22M | 270k | 79.54 |
| 2022-06-30 | $23M | 271k | 83.78 |
| 2022-03-31 | $26M | 258k | 100.94 |
| 2021-12-31 | $29M | 269k | 106.98 |
| 2021-09-30 | $27M | 275k | 98.38 |
| 2021-06-30 | $28M | 276k | 100.56 |
| 2021-03-31 | $23M | 253k | 91.60 |
| 2020-12-31 | $21M | 239k | 86.22 |
| 2020-09-30 | $19M | 253k | 75.49 |
| 2020-06-30 | $18M | 254k | 69.44 |
| 2020-03-31 | $14M | 242k | 57.21 |
| 2019-12-31 | $16M | 225k | 72.69 |
More positions owned by Regent Peak Wealth Advisors
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