Selective Wealth Management »

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

Tip: Access up to 7 years of quarterly data

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly 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