iShares S&P 1500 Index Fund shares owned by Altium Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Altium Wealth Management
from 13F filings
Historical chart of Altium 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 Altium Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-06-30 | $3.8M | 45k | 83.77 |
| 2022-03-31 | $4.7M | 47k | 100.93 |
| 2021-12-31 | $4.4M | 41k | 106.99 |
| 2021-09-30 | $4.2M | 42k | 98.37 |
| 2021-06-30 | $4.2M | 42k | 98.77 |
| 2021-03-31 | $4.0M | 44k | 91.59 |
| 2020-12-31 | $4.0M | 46k | 86.22 |
| 2020-09-30 | $3.3M | 44k | 75.50 |
| 2020-06-30 | $3.0M | 43k | 69.43 |
| 2020-03-31 | $2.5M | 43k | 57.22 |
| 2019-12-31 | $3.2M | 44k | 72.69 |
| 2019-09-30 | $2.9M | 43k | 67.06 |
| 2019-06-30 | $2.1M | 31k | 66.63 |
| 2019-03-31 | $1.5M | 23k | 64.41 |
| 2018-12-31 | $971k | 17k | 56.79 |
| 2018-09-30 | $926k | 14k | 66.66 |
| 2018-06-30 | $663k | 11k | 62.51 |
| 2018-03-31 | $612k | 10k | 60.43 |
| 2017-12-31 | $518k | 8.5k | 61.19 |