iShares S&P 1500 Index Fund shares owned by Westside Investment Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Westside Investment Management
from 13F filings
Historical chart of Westside Investment Management investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Westside Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.7M | 14k | 125.62 |
| 2024-06-30 | $1.6M | 13k | 118.78 |
| 2024-03-31 | $1.4M | 13k | 115.31 |
| 2023-12-31 | $1.3M | 12k | 105.23 |
| 2023-09-30 | $1.1M | 12k | 94.19 |
| 2023-06-30 | $1.1M | 11k | 97.84 |
| 2023-03-31 | $1.0M | 11k | 90.56 |
| 2022-12-31 | $964k | 11k | 84.72 |
| 2022-09-30 | $904k | 11k | 79.48 |
| 2022-06-30 | $856k | 10k | 83.76 |
| 2022-03-31 | $1.0M | 10k | 100.86 |
| 2021-12-31 | $1.0M | 9.7k | 106.94 |
| 2021-09-30 | $875k | 8.9k | 98.28 |
| 2021-06-30 | $753k | 7.6k | 98.68 |
| 2021-03-31 | $673k | 7.4k | 91.51 |
| 2020-12-31 | $633k | 7.4k | 86.10 |
| 2020-09-30 | $554k | 7.3k | 75.38 |
| 2020-06-30 | $510k | 7.3k | 69.43 |
| 2020-03-31 | $460k | 8.0k | 57.19 |
| 2019-06-30 | $596k | 9.0k | 66.55 |
| 2018-12-31 | $545k | 9.6k | 56.77 |
| 2018-06-30 | $389k | 6.2k | 62.72 |
| 2018-03-31 | $366k | 6.2k | 59.06 |
| 2017-12-31 | $305k | 4.9k | 62.65 |
| 2017-09-30 | $249k | 4.3k | 58.29 |
| 2017-06-30 | $29k | 735 | 39.70 |
| 2017-03-31 | $167k | 3.1k | 53.70 |
More positions owned by Westside Investment Management
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