iShares S&P 1500 Index Fund shares owned by Spectrum Wealth Counsel
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Spectrum Wealth Counsel
from 13F filings
Historical chart of Spectrum Wealth Counsel 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 Spectrum Wealth Counsel 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 Spectrum Wealth Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $94k | 769 | 122.01 |
| 2024-12-31 | $100k | 774 | 128.62 |
| 2024-09-30 | $91k | 723 | 125.62 |
| 2024-06-30 | $1.5M | 12k | 118.78 |
| 2024-03-31 | $1.4M | 12k | 115.30 |
| 2023-12-31 | $1.3M | 12k | 105.23 |