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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 1500 Index Fund held by Wellspring 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 Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
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