iShares S&P 1500 Index Fund shares owned by Wade Financial Advisory
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Wade Financial Advisory
from 13F filings
Historical chart of Wade Financial Advisory investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Wade Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $9.2M | 88k | 105.23 |
| 2023-09-30 | $8.4M | 89k | 94.19 |
| 2023-06-30 | $8.8M | 90k | 97.84 |
| 2023-03-31 | $8.2M | 91k | 90.55 |
| 2022-12-31 | $7.7M | 91k | 84.80 |
| 2022-09-30 | $5.9M | 74k | 79.55 |
| 2022-06-30 | $5.8M | 70k | 83.78 |
| 2022-03-31 | $4.9M | 49k | 100.95 |
| 2021-12-31 | $2.3M | 22k | 106.96 |
| 2021-09-30 | $2.2M | 22k | 98.36 |
| 2021-06-30 | $2.2M | 22k | 98.75 |
| 2021-03-31 | $2.0M | 22k | 91.61 |
| 2020-12-31 | $1.9M | 22k | 86.22 |
| 2020-09-30 | $1.6M | 22k | 75.51 |
| 2020-06-30 | $1.5M | 22k | 69.43 |
| 2020-03-31 | $1.6M | 28k | 57.21 |
| 2019-12-31 | $626k | 8.6k | 72.66 |