iShares S&P 1500 Index Fund shares owned by Wealth Group
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Wealth Group
from 13F filings
Historical chart of Wealth Group investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Wealth Group 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 Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 17k | 145.65 |
| 2025-06-30 | $2.4M | 18k | 135.04 |
| 2025-03-31 | $2.0M | 17k | 122.01 |
| 2024-12-31 | $2.1M | 17k | 128.62 |
| 2024-09-30 | $2.2M | 18k | 125.62 |
| 2024-06-30 | $2.1M | 18k | 118.78 |
| 2024-03-31 | $2.0M | 41k | 48.04 |
| 2023-12-31 | $1.9M | 18k | 108.51 |