iShares S&P 1500 Index Fund shares owned by Wetzel Investment Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Wetzel Investment Advisors
from 13F filings
Historical chart of Wetzel Investment 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 Wetzel Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 1500 Index Fund by Wetzel Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $685k | 4.7k | 145.65 |
| 2025-06-30 | $645k | 4.8k | 135.04 |
| 2025-03-31 | $625k | 5.1k | 122.01 |
| 2024-12-31 | $699k | 5.4k | 128.62 |
| 2024-09-30 | $694k | 5.5k | 125.62 |
| 2024-06-30 | $626k | 5.4k | 115.30 |
| 2024-03-31 | $600k | 5.5k | 109.64 |
| 2023-12-31 | $548k | 5.2k | 105.30 |
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