Ruedi Wealth Management »

iShares S&P 1500 Index Fund shares owned by Ruedi Wealth Management

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Ruedi Wealth Management from 13F filings

Historical chart of Ruedi Wealth Management 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 Ruedi Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 1500 Index Fund by Ruedi Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $114 1 114.00
2023-12-31 $2.2k 21 105.81
2023-09-30 $2.0k 21 94.71
2023-06-30 $2.1k 21 99.14
2023-03-31 $105 1 105.00
2022-12-31 $84 1 84.00