iShares S&P 1500 Index Fund shares owned by Wescott Financial Advisory Group
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Wescott Financial Advisory Group
from 13F filings
Historical chart of Wescott Financial Advisory Group investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Wescott Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.4M | 12k | 125.62 |
| 2024-06-30 | $1.7M | 14k | 118.78 |
| 2024-03-31 | $1.6M | 14k | 115.30 |
| 2023-09-30 | $1.5M | 15k | 94.19 |
| 2023-06-30 | $1.7M | 17k | 97.84 |
| 2023-03-31 | $1.6M | 18k | 90.55 |
| 2022-12-31 | $1.5M | 18k | 84.80 |
| 2022-09-30 | $1.4M | 18k | 79.55 |
| 2022-06-30 | $1.5M | 18k | 83.80 |
| 2022-03-31 | $1.6M | 16k | 100.93 |
More positions owned by Wescott Financial Advisory Group
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