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iShares S&P 1500 Index Fund shares owned by SkyOak Wealt

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by SkyOak Wealt from 13F filings

Historical chart of SkyOak Wealt 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 SkyOak Wealt 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 SkyOak Wealt

Quarter filed Position value Share count Share price at filing
2025-09-30 $303k 2.1k 145.67
2025-06-30 $281k 2.1k 135.06
2025-03-31 $378k 3.1k 122.02
2024-12-31 $397k 3.1k 128.63
2024-09-30 $262k 2.1k 125.64
2024-06-30 $248k 2.1k 118.80
2024-03-31 $244k 2.1k 115.32
2023-12-31 $223k 2.1k 105.25