iShares S&P 1500 Index Fund shares owned by SFG Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by SFG Wealth Management
from 13F filings
Historical chart of SFG 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 SFG Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.8M | 14k | 125.62 |
| 2024-06-30 | $1.7M | 15k | 118.78 |
| 2024-03-31 | $1.7M | 15k | 115.30 |
| 2023-12-31 | $1.6M | 15k | 105.23 |
| 2023-09-30 | $1.5M | 16k | 94.19 |
| 2023-06-30 | $1.6M | 16k | 97.84 |
| 2023-03-31 | $1.5M | 17k | 90.55 |
| 2022-12-31 | $1.5M | 17k | 84.80 |
| 2022-09-30 | $2.0M | 26k | 79.52 |
| 2022-06-30 | $2.5M | 30k | 83.76 |
| 2022-03-31 | $3.2M | 32k | 100.94 |
| 2021-12-31 | $4.2M | 40k | 106.98 |