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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

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Quarterly 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