iShares S&P 1500 Index Fund shares owned by Fernwood Investment Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Fernwood Investment Management
from 13F filings
Historical chart of Fernwood Investment 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 Fernwood Investment 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 Fernwood Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $323k | 3.1k | 105.22 |
| 2023-09-30 | $289k | 3.1k | 94.20 |
| 2023-06-30 | $299k | 3.1k | 97.85 |
| 2023-03-31 | $245k | 2.7k | 90.55 |
| 2022-12-31 | $230k | 2.7k | 84.80 |
| 2022-09-30 | $216k | 2.7k | 79.65 |
| 2022-06-30 | $227k | 2.7k | 83.70 |
| 2022-03-31 | $274k | 2.7k | 101.03 |
| 2021-12-31 | $290k | 2.7k | 106.97 |
| 2021-09-30 | $262k | 2.7k | 98.20 |
| 2021-06-30 | $263k | 2.7k | 98.58 |
| 2018-03-31 | $207k | 3.4k | 60.53 |
More positions owned by Fernwood Investment Management
View all positions for Fernwood Investment Management