iShares S&P 1500 Index Fund shares owned by Watershed Private Wealth
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Watershed Private Wealth
from 13F filings
Historical chart of Watershed Private Wealth investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Watershed Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $901k | 6.2k | 145.65 |
| 2025-06-30 | $836k | 6.2k | 135.04 |
| 2025-03-31 | $855k | 7.0k | 122.01 |
| 2024-12-31 | $901k | 7.0k | 128.62 |
| 2024-09-30 | $881k | 7.0k | 125.62 |
| 2024-06-30 | $712k | 6.0k | 118.78 |
| 2024-03-31 | $793k | 6.9k | 115.31 |
| 2023-12-31 | $4.4M | 42k | 105.23 |
| 2023-09-30 | $4.0M | 42k | 94.19 |
| 2023-06-30 | $4.1M | 42k | 97.84 |
| 2023-03-31 | $3.7M | 41k | 90.55 |
| 2022-12-31 | $3.3M | 39k | 84.80 |