iShares S&P 1500 Index Fund shares owned by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY
from 13F filings
Historical chart of SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 1500 Index Fund by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $576k | 3.9k | 148.45 |
| 2025-06-30 | $540k | 3.9k | 139.04 |
| 2025-03-31 | $483k | 4.0k | 122.01 |
| 2024-12-31 | $509k | 4.0k | 128.62 |
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