iShares S&P 1500 Index Fund shares owned by San Luis Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by San Luis Wealth Advisors
from 13F filings
Historical chart of San Luis Wealth Advisors investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by San Luis Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $989k | 6.8k | 145.64 |
| 2025-06-30 | $1.0M | 7.5k | 135.06 |
| 2025-03-31 | $964k | 7.9k | 121.98 |
| 2024-12-31 | $1.4M | 11k | 128.64 |
| 2024-09-30 | $1.4M | 11k | 125.60 |
| 2024-06-30 | $1.3M | 11k | 118.82 |
| 2023-06-30 | $1.3M | 14k | 97.86 |
| 2023-03-31 | $1.1M | 12k | 90.57 |
| 2022-03-31 | $513k | 4.8k | 106.99 |
| 2021-09-30 | $477k | 4.8k | 98.39 |
| 2020-12-31 | $1.6M | 19k | 86.23 |