iShares S&P 1500 Index Fund shares owned by Roberts Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Roberts Wealth Advisors
from 13F filings
Historical chart of Roberts Wealth Advisors investment in iShares S&P 1500 Index Fund
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 1500 Index Fund held by Roberts Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 1500 Index Fund by Roberts Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $329k | 2.6k | 125.35 |
| 2024-06-30 | $318k | 2.6k | 120.95 |
| 2024-03-31 | $296k | 2.7k | 110.71 |
| 2023-09-30 | $323k | 3.4k | 95.76 |
| 2023-06-30 | $330k | 3.4k | 97.84 |
| 2023-03-31 | $304k | 3.4k | 90.15 |
| 2022-12-31 | $285k | 3.4k | 84.42 |