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iShares S&P 1500 Index Fund shares owned by WealthBridge Capital Management

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

Historical chart of WealthBridge Capital Management 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 WealthBridge Capital Management 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 WealthBridge Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $465k 3.7k 125.64
2024-06-30 $439k 3.7k 118.77
2024-03-31 $437k 3.8k 115.29
2023-12-31 $406k 3.9k 105.24
2023-09-30 $324k 3.4k 94.19
2023-06-30 $337k 3.4k 97.84
2023-03-31 $312k 3.4k 90.54
2022-12-31 $292k 3.4k 84.79
2022-09-30 $315k 3.8k 83.84
2022-06-30 $315k 3.8k 83.84
2022-03-31 $421k 4.2k 100.94
2021-12-31 $421k 3.9k 106.96
2021-09-30 $386k 3.9k 98.34
2021-06-30 $407k 4.1k 98.71
2021-03-31 $377k 4.1k 91.62
2020-12-31 $352k 4.1k 86.15
2020-09-30 $308k 4.1k 75.49
2020-06-30 $239k 4.2k 57.18
2020-03-31 $239k 4.2k 57.18
2019-12-31 $702k 9.7k 72.71
2019-09-30 $616k 9.2k 67.07
2019-06-30 $376k 6.6k 56.76
2019-03-31 $514k 7.9k 65.40
2018-12-31 $376k 6.6k 56.76