iShares S&P 1500 Index Fund shares owned by Wedmont Private Capital
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Wedmont Private Capital
from 13F filings
Historical chart of Wedmont Private Capital investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Wedmont Private Capital 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 Wedmont Private Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.9M | 33k | 146.32 |
| 2025-06-30 | $4.5M | 33k | 136.62 |
| 2025-03-31 | $3.8M | 33k | 115.99 |
| 2024-12-31 | $3.9M | 31k | 127.48 |
| 2024-09-30 | $3.6M | 29k | 124.29 |
| 2024-06-30 | $3.6M | 29k | 122.37 |
| 2024-03-31 | $3.4M | 30k | 114.40 |
| 2023-12-31 | $3.0M | 29k | 104.78 |
| 2023-09-30 | $2.8M | 29k | 95.05 |
| 2023-06-30 | $2.8M | 28k | 99.36 |
| 2023-03-31 | $2.2M | 25k | 90.31 |
| 2022-12-31 | $1.7M | 20k | 86.04 |
| 2022-09-30 | $1.4M | 17k | 79.54 |
| 2022-06-30 | $1.4M | 17k | 83.77 |
| 2022-03-31 | $1.7M | 17k | 102.19 |
| 2021-12-31 | $1.8M | 17k | 104.15 |