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
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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 |
|---|---|---|---|
| 2025-09-30 | $716k | 4.9k | 145.65 |
| 2025-06-30 | $663k | 4.9k | 135.04 |
| 2025-03-31 | $453k | 3.7k | 122.02 |
| 2024-12-31 | $477k | 3.7k | 128.62 |
| 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 |
More positions owned by WealthBridge Capital Management
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