iShares S&P 1500 Index Fund shares owned by IHT Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by IHT Wealth Management
from 13F filings
Historical chart of IHT Wealth Management 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 IHT Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 1500 Index Fund by IHT Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $2.3M | 25k | 94.19 |
| 2023-06-30 | $2.6M | 27k | 97.84 |
| 2023-03-31 | $3.7M | 40k | 90.55 |
| 2022-12-31 | $3.4M | 40k | 84.80 |
| 2022-09-30 | $4.3M | 54k | 79.53 |
| 2022-06-30 | $3.9M | 47k | 83.79 |
| 2022-03-31 | $5.2M | 52k | 100.94 |
| 2021-12-31 | $5.9M | 55k | 106.99 |
| 2021-09-30 | $5.7M | 58k | 98.38 |
| 2021-06-30 | $12M | 124k | 98.76 |
| 2021-03-31 | $12M | 130k | 91.60 |
| 2020-12-31 | $7.9M | 91k | 86.22 |
| 2020-09-30 | $7.2M | 95k | 75.49 |
| 2020-06-30 | $7.1M | 103k | 69.44 |
| 2020-03-31 | $8.7M | 152k | 57.21 |
| 2019-12-31 | $9.6M | 132k | 72.69 |
| 2019-09-30 | $8.1M | 120k | 67.08 |
| 2019-06-30 | $7.7M | 116k | 66.63 |
| 2019-03-31 | $6.8M | 106k | 64.40 |
| 2018-12-31 | $4.9M | 87k | 56.75 |
| 2018-09-30 | $2.2M | 33k | 66.62 |
| 2018-06-30 | $2.1M | 33k | 62.52 |
| 2018-03-31 | $1.4M | 24k | 59.04 |
| 2017-12-31 | $1.2M | 19k | 62.64 |
| 2017-09-30 | $341k | 5.9k | 58.23 |
| 2017-06-30 | $16k | 5.5k | 2.93 |