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
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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 |
|---|---|---|---|
| 2025-09-30 | $748k | 5.1k | 145.66 |
| 2025-06-30 | $687k | 5.1k | 135.03 |
| 2025-03-31 | $570k | 4.7k | 122.00 |
| 2024-12-31 | $596k | 4.6k | 128.61 |
| 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 |