iShares S&P 1500 Index Fund shares owned by WJ Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by WJ Wealth Management
from 13F filings
Historical chart of WJ 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 WJ Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 1500 Index Fund by WJ Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 12k | 145.65 |
| 2025-06-30 | $1.6M | 12k | 135.04 |
| 2025-03-31 | $1.6M | 13k | 122.01 |
| 2024-12-31 | $1.7M | 14k | 128.62 |
| 2024-09-30 | $1.7M | 14k | 125.62 |
| 2024-06-30 | $1.6M | 14k | 118.78 |
| 2024-03-31 | $1.6M | 14k | 115.30 |
| 2023-12-31 | $1.4M | 14k | 105.23 |
| 2023-09-30 | $1.3M | 14k | 94.19 |
| 2023-06-30 | $1.4M | 14k | 97.84 |
| 2023-03-31 | $640k | 7.1k | 90.56 |
| 2022-12-31 | $1.3M | 15k | 84.80 |
| 2022-09-30 | $1.2M | 15k | 79.76 |
| 2022-06-30 | $1.4M | 16k | 83.90 |
| 2022-03-31 | $889k | 8.8k | 101.14 |
| 2021-12-31 | $978k | 9.1k | 107.05 |
| 2021-09-30 | $912k | 9.3k | 98.40 |
| 2021-06-30 | $919k | 9.3k | 98.72 |
| 2021-03-31 | $879k | 9.6k | 91.62 |
| 2020-12-31 | $885k | 10k | 86.27 |
| 2020-09-30 | $839k | 11k | 75.49 |
| 2020-06-30 | $2.0M | 30k | 69.30 |
| 2020-03-31 | $936k | 16k | 57.20 |
| 2019-12-31 | $1.4M | 20k | 72.67 |