iShares S&P 1500 Index Fund shares owned by Talisman Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Talisman Wealth Advisors
from 13F filings
Historical chart of Talisman Wealth Advisors investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Talisman Wealth Advisors 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 Talisman Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.5M | 20k | 125.18 |
| 2024-06-30 | $2.5M | 21k | 118.78 |
| 2024-03-31 | $2.4M | 21k | 115.30 |
| 2023-09-30 | $2.1M | 22k | 94.19 |
| 2023-06-30 | $2.2M | 23k | 97.84 |
| 2023-03-31 | $2.2M | 24k | 90.57 |
| 2022-12-31 | $2.1M | 24k | 84.79 |