iShares S&P 1500 Index Fund shares owned by Wealthcare Advisory Partners
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Wealthcare Advisory Partners
from 13F filings
Historical chart of Wealthcare Advisory Partners investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Wealthcare Advisory Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.0M | 24k | 125.62 |
| 2024-06-30 | $3.2M | 27k | 118.78 |
| 2024-03-31 | $3.0M | 26k | 115.30 |
| 2023-12-31 | $2.7M | 26k | 105.23 |
| 2023-09-30 | $2.0M | 22k | 94.19 |
| 2023-06-30 | $2.4M | 24k | 97.84 |
| 2023-03-31 | $2.5M | 27k | 90.55 |
| 2022-12-31 | $6.8M | 80k | 84.80 |
| 2022-09-30 | $1.9M | 24k | 79.55 |
| 2022-06-30 | $619k | 7.4k | 83.80 |
| 2022-03-31 | $528k | 5.2k | 101.03 |
| 2021-12-31 | $550k | 5.1k | 107.07 |
| 2021-09-30 | $746k | 7.6k | 98.40 |
| 2021-06-30 | $692k | 7.0k | 98.74 |
| 2021-03-31 | $522k | 5.7k | 91.63 |
| 2020-12-31 | $488k | 5.7k | 86.14 |
| 2020-09-30 | $445k | 5.9k | 75.45 |
| 2020-06-30 | $405k | 5.8k | 69.42 |
| 2020-03-31 | $332k | 5.8k | 57.23 |
| 2019-12-31 | $428k | 5.9k | 72.74 |
| 2019-09-30 | $242k | 3.6k | 66.98 |
| 2019-06-30 | $243k | 3.6k | 66.61 |
| 2019-03-31 | $225k | 3.5k | 64.53 |
| 2018-12-31 | $91k | 1.6k | 56.88 |
| 2018-09-30 | $440k | 6.6k | 66.67 |
| 2018-06-30 | $171k | 2.7k | 62.36 |
| 2018-03-31 | $70k | 1.2k | 60.24 |
| 2017-12-31 | $61k | 1.0k | 60.88 |
| 2017-09-30 | $58k | 1.0k | 57.94 |
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