iShares S&P 1500 Index Fund shares owned by West Financial Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by West Financial Advisors
from 13F filings
Historical chart of West 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 West 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 West Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $171k | 1.2k | 145.65 |
| 2025-06-30 | $159k | 1.2k | 135.04 |
| 2025-03-31 | $143k | 1.2k | 122.01 |
| 2024-12-31 | $151k | 1.2k | 128.62 |
| 2024-09-30 | $148k | 1.2k | 125.62 |
| 2022-12-31 | $145k | 1.7k | 84.78 |
| 2022-09-30 | $132k | 1.7k | 79.52 |
| 2022-06-30 | $137k | 1.6k | 83.64 |