iShares S&P 1500 Index Fund shares owned by WFG Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by WFG Advisors
from 13F filings
Historical chart of WFG Advisors investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by WFG Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2017-06-30 | $5.1M | 92k | 55.42 |
| 2017-03-31 | $4.9M | 91k | 54.03 |
| 2016-12-31 | $352k | 6.9k | 51.36 |
| 2016-09-30 | $390k | 7.9k | 49.49 |
| 2016-06-30 | $370k | 3.9k | 95.36 |
| 2016-03-31 | $313k | 3.3k | 93.49 |
| 2015-12-31 | $110k | 1.2k | 92.75 |
| 2015-09-30 | $136k | 1.6k | 87.63 |
| 2015-06-30 | $159k | 1.7k | 94.31 |
| 2015-03-31 | $163k | 1.7k | 94.77 |
| 2014-12-31 | $110k | 1.2k | 94.10 |
| 2014-09-30 | $104k | 1.2k | 89.50 |
| 2014-06-30 | $79k | 877 | 90.08 |
| 2014-03-31 | $65k | 755 | 86.09 |
| 2013-12-31 | $44k | 521 | 84.45 |
| 2013-09-30 | $39k | 512 | 76.17 |
| 2013-06-30 | $37k | 512 | 72.27 |