iShares S&P 1500 Index Fund shares owned by Selective Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Selective Wealth Management
from 13F filings
Historical chart of Selective Wealth Management investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Selective Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 1500 Index Fund by Selective Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $245k | 1.7k | 146.36 |
| 2022-09-30 | $16k | 205 | 78.05 |
| 2022-06-30 | $44k | 523 | 84.13 |
| 2022-03-31 | $53k | 523 | 101.34 |
| 2021-12-31 | $56k | 523 | 107.07 |
| 2021-09-30 | $51k | 523 | 97.51 |
| 2021-06-30 | $48k | 523 | 91.78 |
| 2021-03-31 | $48k | 523 | 91.78 |
| 2020-12-31 | $45k | 523 | 86.04 |
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