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
Download as csvQuarterly 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 |
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