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iShares S&P 1500 Index Fund shares owned by Wealth Quarterback

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Wealth Quarterback from 13F filings

Historical chart of Wealth Quarterback 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 Wealth Quarterback 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 Quarterback

Quarter filed Position value Share count Share price at filing
2026-03-31 $250k 1.8k 142.46
2023-03-31 $212k 2.3k 90.54
2021-09-30 $330k 3.4k 98.45
2021-06-30 $435k 4.4k 98.86
2020-09-30 $218k 3.1k 69.49
2020-06-30 $218k 3.1k 69.49
2020-03-31 $313k 5.5k 57.21
2019-12-31 $2.0M 28k 72.70
1987-03-31 $737k 7.3k 100.90