iShares S&P 1500 Index Fund shares owned by Zrc Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Zrc Wealth Management
from 13F filings
Historical chart of Zrc Wealth Management investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Zrc Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $633k | 4.3k | 145.64 |
| 2025-06-30 | $601k | 4.4k | 135.05 |
| 2025-03-31 | $542k | 4.4k | 122.01 |
| 2024-12-31 | $570k | 4.4k | 128.62 |
| 2024-09-30 | $555k | 4.4k | 125.62 |
| 2024-06-30 | $537k | 4.5k | 118.79 |
| 2024-03-31 | $520k | 4.5k | 115.29 |
| 2023-12-31 | $537k | 5.7k | 94.18 |
| 2023-09-30 | $497k | 5.3k | 94.18 |
| 2023-06-30 | $517k | 5.3k | 97.83 |
| 2023-03-31 | $495k | 5.5k | 90.56 |