iShares S&P 1500 Index Fund shares owned by WMS Partners
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by WMS Partners
from 13F filings
Historical chart of WMS Partners investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by WMS Partners 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 WMS Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $332k | 2.6k | 128.62 |