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iShares S&P 1500 Index Fund shares owned by Meridian Wealth Management

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

Historical chart of Meridian 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 Meridian Wealth Management 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 Meridian Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $382k 3.3k 115.28
2023-12-31 $348k 3.3k 105.22
2023-09-30 $652k 6.9k 94.18
2023-06-30 $255k 2.6k 97.83
2023-03-31 $255k 2.8k 90.56
2022-12-31 $240k 2.8k 84.81
2022-09-30 $225k 2.8k 79.70
2022-06-30 $235k 2.8k 83.84
2022-03-31 $266k 2.6k 101.03
2021-12-31 $282k 2.6k 107.10