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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

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Quarterly reported holdings in iShares S&P 1500 Index Fund by Willow Creek Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $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