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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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All positions including iShares S&P 1500 Index Fund held by Altfest L J & Co 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 Altfest L J & Co

Quarter filed Position value Share count Share price at filing
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