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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 1500 Index Fund held by Tyler-Stone Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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
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