iShares S&P 1500 Index Fund shares owned by WR Wealth Planners
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by WR Wealth Planners
from 13F filings
Historical chart of WR Wealth Planners 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 WR Wealth Planners 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 WR Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $177k | 1.4k | 125.63 |
| 2024-06-30 | $137k | 1.2k | 118.79 |
| 2024-03-31 | $130k | 1.1k | 115.30 |
| 2023-09-30 | $135k | 1.4k | 94.19 |
| 2023-06-30 | $140k | 1.4k | 97.84 |
| 2023-03-31 | $136k | 1.5k | 90.55 |
| 2022-12-31 | $128k | 1.5k | 84.80 |
| 2022-09-30 | $120k | 1.5k | 79.54 |
| 2022-06-30 | $126k | 1.5k | 83.78 |
| 2022-03-31 | $152k | 1.5k | 100.94 |