iShares S&P 1500 Index Fund shares owned by Willow Creek Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Willow Creek Wealth Management
from 13F filings
Historical chart of Willow Creek Wealth Management 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 Willow Creek Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 1500 Index Fund by Willow Creek Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $825k | 7.8k | 105.23 |
2023-09-30 | $738k | 7.8k | 94.19 |
2023-06-30 | $738k | 7.5k | 97.84 |
2023-03-31 | $683k | 7.5k | 90.55 |
2022-12-31 | $639k | 7.5k | 84.74 |
2022-09-30 | $600k | 7.5k | 79.57 |
2022-06-30 | $683k | 8.2k | 83.78 |
2022-03-31 | $823k | 8.2k | 100.96 |
2021-12-31 | $872k | 8.2k | 106.97 |
2021-09-30 | $802k | 8.2k | 98.38 |
2021-06-30 | $805k | 8.2k | 98.75 |
2021-03-31 | $747k | 8.2k | 91.63 |
2020-12-31 | $703k | 8.2k | 86.24 |
2020-09-30 | $605k | 8.0k | 75.53 |
2020-06-30 | $556k | 8.0k | 69.41 |
More positions owned by Willow Creek Wealth Management
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