iShares S&P 1500 Index Fund shares owned by Well Done
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Well Done
from 13F filings
Historical chart of Well Done investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Well Done
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.6M | 60k | 125.62 |
| 2024-06-30 | $7.1M | 60k | 118.78 |
| 2024-03-31 | $6.2M | 54k | 115.30 |
| 2023-12-31 | $5.0M | 48k | 105.23 |
| 2023-09-30 | $4.2M | 44k | 94.19 |
| 2023-06-30 | $4.3M | 44k | 97.84 |
| 2023-03-31 | $3.7M | 40k | 90.47 |
| 2022-12-31 | $3.7M | 44k | 84.80 |
| 2022-09-30 | $3.3M | 41k | 79.54 |
| 2022-06-30 | $3.4M | 40k | 83.78 |
| 2022-03-31 | $3.5M | 35k | 100.93 |
| 2021-12-31 | $3.8M | 36k | 106.99 |
| 2021-09-30 | $3.2M | 33k | 98.39 |
| 2021-06-30 | $3.1M | 31k | 98.77 |
| 2021-03-31 | $2.8M | 30k | 91.61 |
| 2020-12-31 | $2.5M | 30k | 86.21 |
| 2020-09-30 | $2.0M | 27k | 75.50 |
| 2020-06-30 | $1.8M | 26k | 69.44 |
| 2020-03-31 | $1.5M | 26k | 57.22 |
| 2019-12-31 | $2.1M | 28k | 72.69 |
| 2019-09-30 | $1.9M | 28k | 67.06 |
| 2019-06-30 | $2.2M | 33k | 66.62 |
| 2019-03-31 | $2.0M | 32k | 64.39 |
| 2018-12-31 | $2.5M | 44k | 56.76 |
| 2018-09-30 | $2.4M | 36k | 66.64 |
| 2018-06-30 | $2.2M | 35k | 62.49 |
| 2018-03-31 | $2.1M | 35k | 60.45 |
| 2017-12-31 | $2.3M | 38k | 61.15 |
| 2017-09-30 | $2.2M | 38k | 57.64 |
| 2017-06-30 | $2.1M | 38k | 55.41 |
| 2017-03-31 | $2.0M | 38k | 54.03 |
| 2016-12-31 | $1.7M | 34k | 51.29 |
| 2016-09-30 | $1.1M | 23k | 49.55 |
| 2016-06-30 | $1.1M | 11k | 95.21 |
| 2016-03-31 | $1.0M | 11k | 93.35 |
| 2015-12-31 | $1.0M | 11k | 92.90 |