iShares S&P 1500 Index Fund shares owned by Roger Wittlin Investment Advisory
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Roger Wittlin Investment Advisory
from 13F filings
Historical chart of Roger Wittlin Investment Advisory 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 Roger Wittlin Investment Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 1500 Index Fund by Roger Wittlin Investment Advisory
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $12M | 92k | 125.62 |
2024-06-30 | $11M | 91k | 118.78 |
2024-03-31 | $9.7M | 84k | 115.30 |
2023-12-31 | $7.6M | 72k | 105.23 |
2023-09-30 | $6.7M | 72k | 94.19 |
2023-06-30 | $7.0M | 71k | 97.84 |
2023-03-31 | $6.4M | 71k | 90.55 |
2022-12-31 | $6.6M | 77k | 84.80 |
More positions owned by Roger Wittlin Investment Advisory
View all positions for Roger Wittlin Investment Advisory