iShares S&P 1500 Index Fund shares owned by Smallwood Wealth Investment Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Smallwood Wealth Investment Management
from 13F filings
Historical chart of Smallwood Wealth Investment Management investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Smallwood Wealth Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $55M | 374k | 145.65 |
| 2025-06-30 | $49M | 361k | 135.04 |
| 2025-03-31 | $44M | 364k | 122.01 |
| 2024-12-31 | $45M | 353k | 128.62 |
| 2024-09-30 | $45M | 355k | 125.62 |
| 2024-06-30 | $41M | 347k | 118.78 |
| 2024-03-31 | $39M | 342k | 115.30 |
| 2023-12-31 | $36M | 345k | 105.23 |
| 2023-09-30 | $32M | 336k | 94.19 |
| 2023-06-30 | $32M | 328k | 97.84 |
| 2023-03-31 | $30M | 334k | 90.55 |
| 2022-12-31 | $28M | 332k | 84.80 |
| 2022-09-30 | $26M | 321k | 79.54 |
| 2022-06-30 | $28M | 330k | 83.78 |
| 2022-03-31 | $32M | 318k | 100.94 |
| 2021-12-31 | $33M | 307k | 106.98 |
More positions owned by Smallwood Wealth Investment Management
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