iShares S&P 1500 Index Fund shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax 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 Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $19M | 150k | 125.62 |
| 2024-06-30 | $17M | 145k | 118.78 |
| 2024-03-31 | $16M | 135k | 115.30 |
| 2023-12-31 | $14M | 128k | 105.23 |
| 2023-09-30 | $11M | 112k | 94.19 |
| 2023-06-30 | $11M | 111k | 97.84 |
| 2023-03-31 | $9.6M | 106k | 90.55 |
| 2022-12-31 | $8.9M | 104k | 84.80 |
| 2022-09-30 | $8.6M | 108k | 79.54 |
| 2022-06-30 | $8.4M | 100k | 83.78 |
| 2022-03-31 | $8.6M | 85k | 100.94 |
| 2021-12-31 | $11M | 105k | 106.98 |
| 2021-09-30 | $9.5M | 97k | 98.38 |
| 2021-06-30 | $8.8M | 89k | 98.76 |
| 2021-03-31 | $6.6M | 72k | 91.61 |
| 2020-12-31 | $6.0M | 70k | 86.22 |