iShares S&P 1500 Index Fund shares owned by Schrum Private Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Schrum Private Wealth Management
from 13F filings
Historical chart of Schrum Private Wealth Management investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Schrum Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.2M | 18k | 125.61 |
| 2024-06-30 | $1.5M | 12k | 118.78 |
| 2024-03-31 | $1.3M | 11k | 115.31 |
| 2023-12-31 | $471k | 4.5k | 105.24 |
| 2023-09-30 | $712k | 7.6k | 94.19 |
| 2023-06-30 | $728k | 7.4k | 97.84 |
| 2023-03-31 | $664k | 7.3k | 90.55 |
| 2022-12-31 | $625k | 7.4k | 84.81 |
| 2022-09-30 | $600k | 7.5k | 79.61 |
| 2022-06-30 | $631k | 7.5k | 83.75 |
| 2022-03-31 | $782k | 8.1k | 96.05 |
| 2021-12-31 | $772k | 7.2k | 107.00 |
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