iShares S&P 1500 Index Fund shares owned by Warren Street Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Warren Street Wealth Advisors
from 13F filings
Historical chart of Warren Street Wealth Advisors investment in iShares S&P 1500 Index Fund
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 1500 Index Fund held by Warren Street Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 1500 Index Fund by Warren Street Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $570k | 3.9k | 145.66 |
| 2025-06-30 | $457k | 3.4k | 135.04 |
| 2025-03-31 | $413k | 3.4k | 122.01 |
| 2024-12-31 | $370k | 2.9k | 128.62 |
| 2024-09-30 | $361k | 2.9k | 125.62 |
| 2024-06-30 | $342k | 2.9k | 118.78 |
| 2024-03-31 | $332k | 2.9k | 115.30 |
| 2023-12-31 | $293k | 2.8k | 105.23 |
| 2023-09-30 | $263k | 2.8k | 94.19 |
| 2023-06-30 | $227k | 2.3k | 97.84 |
| 2023-03-31 | $210k | 2.3k | 90.55 |
| 2022-12-31 | $203k | 2.4k | 84.99 |
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