iShares S&P 1500 Index Fund shares owned by Wellspring Financial Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Wellspring Financial Advisors
from 13F filings
Historical chart of Wellspring Financial Advisors investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Wellspring Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $420k | 3.5k | 118.78 |
| 2024-03-31 | $407k | 3.5k | 115.28 |
| 2023-09-30 | $328k | 3.5k | 94.18 |
| 2023-06-30 | $341k | 3.5k | 97.83 |
| 2023-03-31 | $315k | 3.5k | 90.55 |
| 2022-12-31 | $294k | 3.5k | 84.81 |
| 2022-09-30 | $274k | 3.4k | 79.44 |
| 2022-06-30 | $302k | 3.6k | 83.66 |
| 2022-03-31 | $366k | 3.6k | 101.05 |
| 2021-12-31 | $386k | 3.6k | 106.90 |
| 2021-09-30 | $358k | 3.6k | 98.51 |
| 2021-06-30 | $358k | 3.6k | 98.87 |
| 2021-03-31 | $1.1M | 18k | 57.21 |
| 2020-12-31 | $339k | 3.9k | 86.13 |
| 2020-09-30 | $536k | 7.1k | 75.44 |
| 2020-06-30 | $505k | 7.3k | 69.47 |
| 2020-03-31 | $1.1M | 18k | 57.21 |
More positions owned by Wellspring Financial Advisors
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