Walkner Condon Financial Advisors »

iShares S&P 1500 Index Fund shares owned by Walkner Condon Financial Advisors

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Walkner Condon Financial Advisors from 13F filings

Historical chart of Walkner Condon Financial Advisors 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 Walkner Condon Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 1500 Index Fund by Walkner Condon Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6M 14k 115.30
2023-12-31 $1.5M 14k 105.23
2023-09-30 $1.1M 12k 94.19
2023-06-30 $1.2M 12k 97.84
2023-03-31 $1.1M 12k 90.55
2022-12-31 $1.0M 12k 84.80
2022-09-30 $904k 11k 79.58
2022-06-30 $819k 9.8k 83.80
2022-03-31 $986k 9.8k 100.97
2021-12-31 $1.3M 12k 106.99
2021-09-30 $993k 10k 98.24
2021-06-30 $423k 4.3k 98.92
2021-03-31 $391k 4.3k 91.63
2020-12-31 $241k 2.8k 86.35