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iShares S&P 1500 Index Fund shares owned by Thrive Wealth Management

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Thrive Wealth Management from 13F filings

Historical chart of Thrive Wealth Management 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 Thrive Wealth Management 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 Thrive Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $579k 4.6k 125.63
2024-06-30 $545k 4.6k 118.78
2024-03-31 $484k 4.2k 115.30
2023-12-31 $439k 4.2k 105.23
2023-09-30 $392k 4.2k 94.19
2023-06-30 $416k 4.3k 97.84
2023-03-31 $433k 4.8k 90.55
2022-12-31 $386k 4.6k 84.80