iShares S&P 1500 Index Fund shares owned by TRUE Private Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by TRUE Private Wealth Advisors
from 13F filings
Historical chart of TRUE Private Wealth Advisors investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by TRUE Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $38M | 304k | 125.62 |
| 2024-06-30 | $44M | 372k | 118.78 |
| 2024-03-31 | $51M | 442k | 115.30 |
| 2023-12-31 | $44M | 422k | 105.23 |
| 2023-09-30 | $37M | 388k | 94.19 |
| 2023-06-30 | $40M | 406k | 97.84 |
| 2023-03-31 | $47M | 517k | 90.55 |
| 2022-12-31 | $60M | 702k | 84.80 |
| 2022-09-30 | $72M | 901k | 79.54 |
| 2022-06-30 | $72M | 863k | 83.78 |
| 2022-03-31 | $81M | 849k | 95.62 |
| 2021-12-31 | $68M | 631k | 106.98 |
| 2021-09-30 | $60M | 611k | 98.38 |
| 2021-06-30 | $74M | 747k | 98.76 |
| 2021-03-31 | $85M | 929k | 91.60 |
| 2020-12-31 | $82M | 948k | 86.22 |
| 2020-09-30 | $76M | 1.0M | 75.49 |
| 2020-06-30 | $77M | 1.1M | 69.44 |
| 2020-03-31 | $67M | 1.2M | 57.21 |
| 2019-12-31 | $99M | 1.4M | 72.69 |
| 2019-09-30 | $91M | 1.4M | 67.07 |
| 2019-06-30 | $90M | 1.3M | 66.63 |
| 2019-03-31 | $63M | 977k | 64.40 |
| 2018-12-31 | $56M | 993k | 56.82 |
| 2018-09-30 | $60M | 896k | 66.93 |
| 2018-06-30 | $56M | 896k | 62.78 |
| 2018-03-31 | $55M | 913k | 60.46 |
| 2017-12-31 | $52M | 849k | 61.14 |
| 2017-09-30 | $51M | 879k | 57.63 |
| 2017-06-30 | $50M | 900k | 55.42 |
| 2017-03-31 | $49M | 913k | 53.85 |
| 2016-12-31 | $47M | 899k | 52.32 |
| 2016-09-30 | $32M | 657k | 48.68 |
| 2016-06-30 | $27M | 287k | 95.25 |
| 2016-03-31 | $13M | 138k | 93.36 |
| 2015-12-31 | $13M | 135k | 92.86 |
More positions owned by TRUE Private Wealth Advisors
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