iShares S&P 1500 Index Fund shares owned by West Branch Capital
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by West Branch Capital
from 13F filings
Historical chart of West Branch Capital investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by West Branch Capital 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 West Branch Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $447k | 3.5k | 128.63 |
| 2024-09-30 | $435k | 3.5k | 125.63 |
| 2024-06-30 | $410k | 3.5k | 118.78 |
| 2024-03-31 | $398k | 3.5k | 115.29 |
| 2023-12-31 | $321k | 3.0k | 105.22 |
| 2023-09-30 | $286k | 3.0k | 94.20 |
| 2023-06-30 | $297k | 3.0k | 97.86 |
| 2023-03-31 | $246k | 2.7k | 90.55 |
| 2022-12-31 | $236k | 2.8k | 84.79 |
| 2022-09-30 | $203k | 2.6k | 79.39 |
| 2022-06-30 | $214k | 2.6k | 83.86 |
| 2022-03-31 | $296k | 2.9k | 101.09 |
| 2021-12-31 | $350k | 3.3k | 107.10 |
| 2021-09-30 | $343k | 3.5k | 98.45 |
| 2021-06-30 | $328k | 3.3k | 98.71 |
| 2021-03-31 | $300k | 3.3k | 91.58 |
| 2020-12-31 | $282k | 3.3k | 86.19 |
| 2020-09-30 | $235k | 3.1k | 75.61 |
| 2019-12-31 | $255k | 3.5k | 72.61 |
| 2019-09-30 | $229k | 3.4k | 66.96 |
| 2019-06-30 | $222k | 3.3k | 66.77 |
| 2019-03-31 | $246k | 3.8k | 64.33 |
| 2018-12-31 | $206k | 3.6k | 56.76 |
| 2018-09-30 | $293k | 4.4k | 66.53 |
| 2018-06-30 | $272k | 4.4k | 62.47 |
| 2018-03-31 | $225k | 3.7k | 60.40 |