iShares S&P 1500 Index Fund shares owned by Shira Ridge Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Shira Ridge Wealth Management
from 13F filings
Historical chart of Shira Ridge 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 Shira Ridge Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 1500 Index Fund by Shira Ridge Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $406k | 2.8k | 145.65 |
| 2025-06-30 | $376k | 2.8k | 135.04 |
| 2025-03-31 | $340k | 2.8k | 122.01 |
| 2024-12-31 | $359k | 2.8k | 128.62 |
| 2024-09-30 | $350k | 2.8k | 125.62 |
| 2024-06-30 | $331k | 2.8k | 118.78 |
| 2024-03-31 | $359k | 3.1k | 115.30 |
| 2023-12-31 | $327k | 3.1k | 105.23 |
| 2023-09-30 | $293k | 3.1k | 94.19 |
| 2023-06-30 | $304k | 3.1k | 97.84 |
| 2023-03-31 | $282k | 3.1k | 90.55 |
| 2022-12-31 | $267k | 3.1k | 84.80 |
More positions owned by Shira Ridge Wealth Management
View all positions for Shira Ridge Wealth Management