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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

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Quarterly 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