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iShares S&P 1500 Index Fund shares owned by Daymark Wealth Partners

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Daymark Wealth Partners from 13F filings

Historical chart of Daymark Wealth Partners 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 Daymark Wealth Partners 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 Daymark Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $700k 6.7k 105.22
2023-09-30 $654k 6.9k 94.19
2023-06-30 $973k 9.9k 97.84
2023-03-31 $995k 11k 90.55
2022-12-31 $257k 3.0k 84.80