iShares S&P 1500 Index Fund shares owned by Wealth Effects
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Wealth Effects
from 13F filings
Historical chart of Wealth Effects investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Wealth Effects consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Wealth Effects
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.8M | 16k | 115.30 |
| 2023-12-31 | $1.7M | 16k | 105.23 |
| 2023-09-30 | $1.9M | 20k | 94.19 |
| 2023-06-30 | $1.9M | 20k | 97.84 |
| 2023-03-31 | $1.8M | 20k | 90.55 |
| 2022-12-31 | $1.7M | 20k | 84.80 |