iShares S&P 1500 Index Fund shares owned by Visionary Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Visionary Wealth Advisors
from 13F filings
Historical chart of Visionary Wealth Advisors investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Visionary Wealth Advisors 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 Visionary Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $1.3M | 9.9k | 128.62 |
2024-09-30 | $1.2M | 9.8k | 125.62 |
2024-06-30 | $1.1M | 9.1k | 118.78 |
2024-03-31 | $921k | 8.0k | 115.30 |
2023-12-31 | $740k | 7.0k | 105.23 |
2023-09-30 | $661k | 7.0k | 94.19 |
2023-06-30 | $691k | 7.1k | 97.84 |
2023-03-31 | $632k | 7.0k | 90.55 |
2022-12-31 | $620k | 7.3k | 84.73 |
2022-09-30 | $621k | 7.8k | 79.50 |
2022-06-30 | $594k | 7.1k | 83.78 |
2022-03-31 | $691k | 6.8k | 101.01 |
2021-12-31 | $562k | 5.3k | 106.93 |
2021-09-30 | $482k | 4.9k | 98.31 |
2021-06-30 | $367k | 3.7k | 98.87 |
2021-03-31 | $311k | 3.4k | 91.61 |
2020-12-31 | $274k | 3.2k | 86.08 |
2020-09-30 | $234k | 3.1k | 75.44 |
2020-06-30 | $264k | 3.8k | 69.31 |
2020-03-31 | $222k | 3.9k | 56.98 |