iShares S&P 1500 Index Fund shares owned by Sound View Wealth Advisors Group
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Sound View Wealth Advisors Group
from 13F filings
Historical chart of Sound View Wealth Advisors Group investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Sound View Wealth Advisors Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $355k | 2.4k | 145.65 |
| 2025-06-30 | $410k | 3.0k | 135.04 |
| 2025-03-31 | $368k | 3.0k | 122.01 |
| 2024-12-31 | $388k | 3.0k | 128.62 |
| 2024-09-30 | $412k | 3.3k | 125.62 |
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