iShares S&P 1500 Index Fund shares owned by Schwarz Dygos Wheeler Investment Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Schwarz Dygos Wheeler Investment Advisors
from 13F filings
Historical chart of Schwarz Dygos Wheeler Investment Advisors investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Schwarz Dygos Wheeler Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $787k | 6.3k | 125.63 |
| 2024-06-30 | $755k | 6.4k | 118.78 |
| 2024-03-31 | $733k | 6.4k | 115.31 |
| 2023-12-31 | $668k | 6.3k | 105.24 |
| 2023-09-30 | $596k | 6.3k | 94.20 |
| 2023-06-30 | $619k | 6.3k | 97.85 |
| 2023-03-31 | $571k | 6.3k | 90.55 |
More positions owned by Schwarz Dygos Wheeler Investment Advisors
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