iShares S&P 1500 Index Fund shares owned by Walkner Condon Financial Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Walkner Condon Financial Advisors
from 13F filings
Historical chart of Walkner Condon Financial Advisors investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Walkner Condon Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 1500 Index Fund by Walkner Condon Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.9M | 15k | 125.62 |
2024-06-30 | $1.7M | 15k | 118.78 |
2024-03-31 | $1.6M | 14k | 115.30 |
2023-12-31 | $1.5M | 14k | 105.23 |
2023-09-30 | $1.1M | 12k | 94.19 |
2023-06-30 | $1.2M | 12k | 97.84 |
2023-03-31 | $1.1M | 12k | 90.55 |
2022-12-31 | $1.0M | 12k | 84.80 |
2022-09-30 | $904k | 11k | 79.58 |
2022-06-30 | $819k | 9.8k | 83.80 |
2022-03-31 | $986k | 9.8k | 100.97 |
2021-12-31 | $1.3M | 12k | 106.99 |
2021-09-30 | $993k | 10k | 98.24 |
2021-06-30 | $423k | 4.3k | 98.92 |
2021-03-31 | $391k | 4.3k | 91.63 |
2020-12-31 | $241k | 2.8k | 86.35 |
More positions owned by Walkner Condon Financial Advisors
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