iShares S&P 1500 Index Fund shares owned by Tyler-Stone Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Tyler-Stone Wealth Management
from 13F filings
Historical chart of Tyler-Stone 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 Tyler-Stone Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.3M | 50k | 125.62 |
| 2024-06-30 | $3.0M | 25k | 118.78 |
| 2024-03-31 | $2.9M | 25k | 115.30 |
| 2023-12-31 | $2.6M | 25k | 105.23 |
| 2023-09-30 | $2.4M | 25k | 94.17 |
| 2023-06-30 | $2.6M | 27k | 97.84 |
| 2022-12-31 | $2.2M | 26k | 84.81 |
| 2022-09-30 | $1.9M | 24k | 79.55 |
| 2022-06-30 | $1.8M | 21k | 83.78 |
| 2022-03-31 | $2.3M | 23k | 100.94 |
| 2021-12-31 | $2.5M | 23k | 106.99 |
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