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
Tip: Access up to 7 years of quarterly data
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
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 1500 Index Fund by Wedmont Private Capital
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |