iShares S&P 1500 Index Fund shares owned by Transcend Wealth Collective
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Transcend Wealth Collective
from 13F filings
Historical chart of Transcend Wealth Collective investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Transcend Wealth Collective
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 7.0k | 145.66 |
| 2025-06-30 | $1.2M | 8.6k | 135.04 |
| 2025-03-31 | $1.0M | 8.6k | 122.01 |
| 2024-12-31 | $933k | 7.3k | 128.63 |
| 2024-09-30 | $955k | 7.6k | 125.63 |
| 2024-06-30 | $887k | 7.5k | 118.78 |
| 2024-03-31 | $613k | 5.3k | 115.31 |
| 2021-06-30 | $212k | 2.1k | 99.16 |
More positions owned by Transcend Wealth Collective
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