iShares S&P 1500 Index Fund shares owned by Stone Point Wealth
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Stone Point Wealth
from 13F filings
Historical chart of Stone Point Wealth 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 Stone Point Wealth 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 Stone Point Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $503k | 4.0k | 125.62 |
| 2024-06-30 | $483k | 4.1k | 118.78 |
| 2024-03-31 | $469k | 4.1k | 115.30 |
| 2023-12-31 | $437k | 4.2k | 105.23 |
| 2023-09-30 | $337k | 3.6k | 94.19 |
| 2023-06-30 | $265k | 2.7k | 97.84 |
| 2023-03-31 | $227k | 2.5k | 90.55 |
| 2022-12-31 | $213k | 2.5k | 84.80 |