iShares S&P 1500 Index Fund shares owned by Wells Financial Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Wells Financial Advisors
from 13F filings
Historical chart of Wells Financial Advisors investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Wells Financial Advisors 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 Wells Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $47k | 320 | 145.65 |
| 2025-06-30 | $43k | 320 | 135.04 |
| 2025-03-31 | $39k | 320 | 122.01 |
| 2024-12-31 | $41k | 320 | 128.62 |
| 2024-06-30 | $24k | 201 | 118.78 |