iShares S&P 1500 Index Fund shares owned by Strategies Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Strategies Wealth Advisors
from 13F filings
Historical chart of Strategies Wealth Advisors investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Strategies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $568k | 3.9k | 145.64 |
| 2025-06-30 | $742k | 5.5k | 135.04 |
| 2025-03-31 | $527k | 4.3k | 122.00 |
| 2024-12-31 | $587k | 4.4k | 133.04 |
| 2024-09-30 | $615k | 4.9k | 125.61 |
| 2024-06-30 | $669k | 5.6k | 118.78 |
| 2024-03-31 | $687k | 6.0k | 115.30 |
| 2023-12-31 | $642k | 6.1k | 105.23 |
| 2023-09-30 | $611k | 6.5k | 94.19 |
| 2023-06-30 | $723k | 7.4k | 97.84 |
| 2023-03-31 | $679k | 7.5k | 90.55 |
| 2022-12-31 | $579k | 6.8k | 84.80 |
| 2022-06-30 | $588k | 7.0k | 83.78 |
| 2022-03-31 | $719k | 7.1k | 100.94 |
| 2021-12-31 | $781k | 7.3k | 106.97 |
More positions owned by Strategies Wealth Advisors
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