iShares S&P 1500 Index Fund shares owned by Waldron
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Waldron
from 13F filings
Historical chart of Waldron investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Waldron
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $648k | 4.4k | 145.65 |
| 2025-06-30 | $601k | 4.4k | 135.04 |
| 2025-03-31 | $548k | 4.5k | 122.01 |
| 2024-12-31 | $593k | 4.6k | 128.63 |
| 2024-09-30 | $673k | 5.4k | 125.63 |
| 2024-06-30 | $638k | 5.4k | 118.79 |
| 2024-03-31 | $516k | 4.5k | 115.31 |
| 2023-12-31 | $542k | 5.2k | 105.20 |
| 2023-09-30 | $483k | 5.1k | 94.64 |
| 2023-06-30 | $494k | 5.0k | 97.85 |
| 2023-03-31 | $513k | 5.7k | 90.56 |
| 2022-12-31 | $398k | 5.0k | 79.41 |
| 2022-09-30 | $398k | 5.0k | 79.41 |
| 2022-06-30 | $423k | 5.1k | 83.73 |
| 2022-03-31 | $539k | 5.3k | 100.90 |
| 2021-12-31 | $478k | 4.5k | 106.89 |
| 2021-09-30 | $406k | 4.1k | 98.38 |
| 2021-06-30 | $415k | 4.2k | 98.72 |
| 2021-03-31 | $354k | 3.9k | 91.45 |
| 2020-12-31 | $337k | 3.9k | 86.06 |
| 2020-09-30 | $279k | 3.7k | 75.30 |
| 2020-06-30 | $213k | 3.1k | 69.20 |