iShares S&P 1500 Index Fund shares owned by W Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by W Advisors
from 13F filings
Historical chart of W Advisors investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by W Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $861k | 5.9k | 145.65 |
| 2025-06-30 | $798k | 5.9k | 135.04 |
| 2025-03-31 | $962k | 7.9k | 122.01 |
| 2024-12-31 | $755k | 5.9k | 128.62 |
| 2024-09-30 | $767k | 6.1k | 125.62 |
| 2024-06-30 | $725k | 6.1k | 118.78 |
| 2024-03-31 | $704k | 6.1k | 115.30 |
| 2023-12-31 | $642k | 6.1k | 105.23 |
| 2023-09-30 | $574k | 6.1k | 94.19 |
| 2023-06-30 | $596k | 6.1k | 97.84 |
| 2023-03-31 | $552k | 6.1k | 90.55 |
| 2022-12-31 | $1.1M | 13k | 84.80 |
| 2022-09-30 | $1.3M | 17k | 79.46 |
| 2022-06-30 | $1.4M | 16k | 83.76 |
| 2022-03-31 | $1.6M | 16k | 100.97 |
| 2021-12-31 | $1.4M | 13k | 106.97 |