iShares S&P 1500 Index Fund shares owned by Altfest L J & Co
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Altfest L J & Co
from 13F filings
Historical chart of Altfest L J & Co investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Altfest L J & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $322k | 2.2k | 145.66 |
| 2025-06-30 | $297k | 2.2k | 135.03 |
| 2025-03-31 | $268k | 2.2k | 122.03 |
| 2024-12-31 | $281k | 2.2k | 128.61 |
| 2024-09-30 | $274k | 2.2k | 125.69 |
| 2024-06-30 | $258k | 2.2k | 118.78 |
| 2024-03-31 | $252k | 2.2k | 115.23 |
| 2023-12-31 | $279k | 2.6k | 105.32 |
| 2023-09-30 | $246k | 2.6k | 94.33 |