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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Quarterly reported holdings in iShares S&P 1500 Index Fund by Visionary Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 11k | 145.65 |
| 2025-06-30 | $1.4M | 11k | 135.04 |
| 2025-03-31 | $1.3M | 11k | 122.01 |
| 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 | 90.52 |
| 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 |
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