iShares S&P 1500 Index Fund shares owned by Wealth Management Associates
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Wealth Management Associates
from 13F filings
Historical chart of Wealth Management Associates investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Wealth Management Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.6M | 39k | 145.65 |
| 2025-06-30 | $5.0M | 37k | 135.04 |
| 2025-03-31 | $4.4M | 36k | 122.01 |
| 2024-12-31 | $4.6M | 36k | 128.62 |
| 2024-09-30 | $4.4M | 35k | 125.62 |
| 2024-06-30 | $4.1M | 34k | 118.78 |
| 2024-03-31 | $4.1M | 34k | 118.78 |
| 2023-12-31 | $3.8M | 36k | 105.23 |
| 2023-09-30 | $3.4M | 36k | 94.19 |
| 2023-06-30 | $3.6M | 36k | 97.84 |
| 2023-03-31 | $3.3M | 37k | 90.55 |
| 2022-12-31 | $3.2M | 37k | 84.80 |
| 2022-09-30 | $3.0M | 38k | 79.54 |
| 2022-06-30 | $3.1M | 38k | 83.78 |
| 2022-03-31 | $3.9M | 38k | 100.94 |
| 2021-12-31 | $4.2M | 39k | 106.98 |
| 2021-09-30 | $3.9M | 40k | 98.38 |
| 2021-06-30 | $3.9M | 39k | 98.76 |
| 2021-03-31 | $3.7M | 40k | 91.60 |
| 2020-12-31 | $3.5M | 40k | 86.22 |
| 2020-09-30 | $3.1M | 41k | 75.49 |
| 2020-06-30 | $2.8M | 41k | 69.44 |
| 2020-03-31 | $2.8M | 49k | 57.21 |
| 2019-12-31 | $3.6M | 49k | 72.69 |
| 2019-09-30 | $3.2M | 47k | 67.07 |
| 2019-06-30 | $3.1M | 46k | 66.63 |
| 2019-03-31 | $2.8M | 43k | 64.40 |
| 2018-12-31 | $2.1M | 37k | 56.76 |
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