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iShares S&P 1500 Index Fund shares owned by Woodward Financial Advisors

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Woodward Financial Advisors from 13F filings

Historical chart of Woodward Financial Advisors 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 Woodward Financial Advisors 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 Woodward Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $408k 3.0k 138.31
2025-12-31 $439k 3.0k 148.69
2025-09-30 $430k 3.0k 145.65
2025-06-30 $399k 3.0k 135.04
2025-03-31 $360k 3.0k 122.01
2024-12-31 $380k 3.0k 128.62
2024-09-30 $371k 3.0k 125.62
2024-06-30 $351k 3.0k 118.95