iShares S&P 1500 Index Fund shares owned by Truewealth
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Truewealth
from 13F filings
Historical chart of Truewealth investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Truewealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-06-30 | $1.9M | 28k | 69.45 |
| 2020-03-31 | $1.1M | 19k | 57.24 |
| 2019-12-31 | $2.0M | 27k | 72.67 |
| 2019-09-30 | $1.8M | 27k | 67.08 |
| 2019-06-30 | $1.7M | 26k | 66.64 |
| 2019-03-31 | $1.4M | 22k | 64.41 |
| 2018-12-31 | $682k | 12k | 56.79 |
| 2018-09-30 | $619k | 9.3k | 66.58 |
| 2018-06-30 | $369k | 5.9k | 62.44 |
| 2018-03-31 | $343k | 5.7k | 60.49 |
| 2017-12-31 | $135k | 2.2k | 61.06 |