iShares S&P 1500 Index Fund shares owned by Sheets Smith Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Sheets Smith Wealth Management
from 13F filings
Historical chart of Sheets Smith 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 Sheets Smith Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.0M | 44k | 115.30 |
| 2023-12-31 | $4.6M | 44k | 105.23 |
| 2023-09-30 | $4.2M | 44k | 94.19 |
| 2023-06-30 | $4.3M | 44k | 97.84 |
| 2023-03-31 | $4.0M | 91 | 43951.86 |
| 2022-12-31 | $3.7M | 44k | 84.80 |
| 2022-09-30 | $3.5M | 44k | 79.55 |
| 2022-06-30 | $3.7M | 44k | 83.77 |
| 2022-03-31 | $4.4M | 44k | 100.94 |
| 2021-12-31 | $4.3M | 40k | 106.97 |
| 2021-09-30 | $4.0M | 41k | 98.38 |
| 2021-06-30 | $4.0M | 41k | 98.77 |
| 2021-03-31 | $3.7M | 41k | 91.60 |
| 2020-12-31 | $3.5M | 41k | 86.23 |
| 2020-09-30 | $3.0M | 40k | 75.49 |
| 2020-06-30 | $2.8M | 40k | 69.44 |
| 2020-03-31 | $2.3M | 41k | 57.22 |
| 2019-12-31 | $2.4M | 33k | 72.69 |
| 2019-09-30 | $2.2M | 33k | 67.06 |
| 2019-06-30 | $2.1M | 31k | 66.63 |
| 2019-03-31 | $1.7M | 27k | 64.41 |
| 2018-12-31 | $1.5M | 27k | 56.76 |
| 2018-09-30 | $1.7M | 25k | 66.65 |
| 2018-06-30 | $1.7M | 27k | 62.52 |
| 2018-03-31 | $1.6M | 27k | 60.47 |
| 2017-12-31 | $1.6M | 26k | 61.13 |
| 2017-09-30 | $1.5M | 26k | 57.65 |
| 2017-06-30 | $1.5M | 26k | 55.41 |
| 2017-03-31 | $1.4M | 25k | 54.03 |
| 2016-12-31 | $1.2M | 23k | 51.28 |
| 2016-09-30 | $994k | 20k | 49.55 |
| 2016-06-30 | $955k | 10k | 95.20 |
| 2016-03-31 | $871k | 9.3k | 93.38 |
| 2015-12-31 | $541k | 5.8k | 92.92 |
| 2015-09-30 | $475k | 5.4k | 87.62 |
| 2015-06-30 | $550k | 5.8k | 94.52 |
| 2015-03-31 | $352k | 3.7k | 94.70 |
More positions owned by Sheets Smith Wealth Management
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