iShares S&P 1500 Index Fund shares owned by Sterling Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Sterling Wealth Management
from 13F filings
Historical chart of Sterling Wealth Management investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Sterling Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $208k | 1.4k | 145.66 |
| 2025-06-30 | $285k | 2.1k | 135.04 |
| 2024-12-31 | $272k | 2.1k | 128.60 |
| 2024-09-30 | $350k | 2.8k | 125.60 |
| 2024-06-30 | $331k | 2.8k | 118.80 |
| 2024-03-31 | $322k | 2.8k | 115.31 |
| 2023-12-31 | $289k | 2.7k | 105.23 |
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