iShares S&P 1500 Index Fund shares owned by VERITY Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by VERITY Wealth Advisors
from 13F filings
Historical chart of VERITY Wealth Advisors 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 VERITY Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 1500 Index Fund by VERITY Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $607k | 4.2k | 145.65 |
| 2025-06-30 | $578k | 4.3k | 135.04 |
| 2025-03-31 | $522k | 4.3k | 122.01 |
| 2024-12-31 | $568k | 4.4k | 128.62 |
| 2024-09-30 | $580k | 4.6k | 125.62 |
| 2024-06-30 | $577k | 4.9k | 118.78 |
| 2024-03-31 | $561k | 4.9k | 115.30 |
| 2023-12-31 | $411k | 3.9k | 105.23 |
| 2023-09-30 | $368k | 3.9k | 94.19 |
| 2023-06-30 | $397k | 4.1k | 97.84 |
| 2023-03-31 | $368k | 4.1k | 90.55 |
| 2022-12-31 | $344k | 4.1k | 84.80 |