iShares S&P 1500 Index Fund shares owned by ShoreHaven Wealth Partners
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by ShoreHaven Wealth Partners
from 13F filings
Historical chart of ShoreHaven Wealth Partners investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by ShoreHaven Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.6M | 21k | 125.62 |
| 2024-06-30 | $1.9M | 16k | 118.78 |
| 2024-03-31 | $1.8M | 16k | 115.31 |
| 2023-12-31 | $1.8M | 17k | 105.23 |
| 2023-09-30 | $1.5M | 16k | 94.19 |
| 2023-06-30 | $1.6M | 17k | 97.84 |
| 2023-03-31 | $2.3M | 25k | 90.55 |
| 2022-12-31 | $16M | 186k | 84.80 |
| 2022-09-30 | $16M | 201k | 79.54 |
| 2022-06-30 | $23M | 274k | 83.78 |
| 2022-03-31 | $16M | 162k | 100.94 |
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