iShares S&P 1500 Index Fund shares owned by Tradition Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Tradition Wealth Management
from 13F filings
Historical chart of Tradition Wealth Management investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Tradition Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $201k | 1.4k | 145.68 |
| 2023-12-31 | $101k | 959 | 105.32 |
| 2023-09-30 | $90k | 958 | 93.95 |
| 2023-06-30 | $124k | 1.3k | 98.18 |
| 2023-03-31 | $88k | 975 | 90.26 |
| 2022-12-31 | $81k | 957 | 84.64 |
| 2022-09-30 | $76k | 956 | 79.50 |
| 2022-06-30 | $98k | 1.2k | 83.48 |
| 2022-03-31 | $119k | 1.2k | 101.36 |
| 2021-12-31 | $126k | 1.2k | 107.33 |
| 2021-09-30 | $34k | 347 | 97.98 |
| 2021-06-30 | $34k | 347 | 97.98 |
| 2020-12-31 | $2.0k | 20 | 100.00 |
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