iShares S&P 1500 Index Fund shares owned by WFA of San Diego
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by WFA of San Diego
from 13F filings
Historical chart of WFA of San Diego investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by WFA of San Diego 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 WFA of San Diego
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $253k | 1.9k | 135.04 |
| 2024-09-30 | $354k | 2.8k | 125.62 |
| 2023-09-30 | $265k | 2.8k | 94.19 |
| 2023-06-30 | $275k | 2.8k | 97.84 |
| 2023-03-31 | $699k | 7.7k | 90.55 |
| 2022-12-31 | $654k | 7.7k | 84.80 |
| 2022-09-30 | $614k | 7.7k | 79.57 |
| 2022-06-30 | $664k | 7.9k | 83.77 |
| 2022-03-31 | $807k | 8.0k | 100.90 |
| 2021-12-31 | $1.1M | 11k | 106.96 |
| 2021-09-30 | $1.1M | 11k | 98.38 |
| 2021-06-30 | $1.1M | 12k | 98.72 |
| 2021-03-31 | $1.1M | 12k | 91.60 |
| 2020-12-31 | $85 | 17k | 0.01 |
| 2020-09-30 | $1.4M | 18k | 75.44 |
| 2020-06-30 | $1.6M | 24k | 69.44 |