iShares S&P 1500 Index Fund shares owned by Worth Financial Advisory Group
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Worth Financial Advisory Group
from 13F filings
Historical chart of Worth Financial Advisory Group investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Worth Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $301k | 2.4k | 125.62 |
| 2024-06-30 | $285k | 2.4k | 118.78 |
| 2024-03-31 | $277k | 2.4k | 115.30 |
| 2023-12-31 | $260k | 2.5k | 105.23 |
| 2023-09-30 | $242k | 2.6k | 94.19 |
| 2023-06-30 | $366k | 3.7k | 97.84 |
| 2023-03-31 | $341k | 3.8k | 90.55 |
| 2022-12-31 | $638k | 7.5k | 84.80 |
More positions owned by Worth Financial Advisory Group
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