iShares S&P 1500 Index Fund shares owned by SIMA Wealth Partners
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by SIMA Wealth Partners
from 13F filings
Historical chart of SIMA 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 SIMA Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $67k | 473 | 142.43 |
| 2025-12-31 | $70k | 473 | 148.69 |
| 2025-09-30 | $69k | 473 | 145.65 |
| 2025-06-30 | $64k | 473 | 135.04 |
| 2025-03-31 | $58k | 473 | 122.01 |
| 2024-12-31 | $61k | 473 | 128.62 |
| 2024-06-30 | $2.6k | 22 | 118.82 |