iShares S&P 1500 Index Fund shares owned by Ridgecrest Wealth Partners
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Ridgecrest Wealth Partners
from 13F filings
Historical chart of Ridgecrest 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 Ridgecrest Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.2M | 50k | 145.65 |
| 2025-06-30 | $6.8M | 50k | 135.04 |
| 2025-03-31 | $6.2M | 51k | 122.01 |
| 2024-12-31 | $6.8M | 53k | 128.62 |
| 2024-09-30 | $6.8M | 54k | 125.62 |
| 2024-06-30 | $6.6M | 55k | 118.78 |
| 2024-03-31 | $6.4M | 55k | 115.30 |
| 2023-12-31 | $6.0M | 57k | 105.23 |
| 2023-09-30 | $5.4M | 57k | 94.19 |
| 2023-06-30 | $5.6M | 58k | 97.84 |
| 2023-03-31 | $5.3M | 59k | 90.55 |
| 2022-12-31 | $5.0M | 59k | 84.80 |
| 2022-09-30 | $4.7M | 59k | 79.55 |
| 2022-06-30 | $5.1M | 61k | 83.79 |
| 2022-03-31 | $5.9M | 58k | 100.94 |
| 2021-12-31 | $5.4M | 50k | 106.98 |
| 2021-09-30 | $4.5M | 46k | 98.39 |
| 2021-06-30 | $4.4M | 44k | 98.76 |
| 2021-03-31 | $2.7M | 29k | 91.61 |
More positions owned by Ridgecrest Wealth Partners
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