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iShares S&P 1500 Index Fund shares owned by Beese Fulmer Investment Management

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Beese Fulmer Investment Management from 13F filings

Historical chart of Beese Fulmer 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 Beese Fulmer Investment Management 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 Beese Fulmer Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $308k 2.1k 145.65
2025-06-30 $291k 2.2k 135.03

More positions owned by Beese Fulmer Investment Management

Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Broadcom Stock (AVGO)
Amazon Stock (AMZN)
Mastercard Incorporated Cl A Stock (MA)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Oreilly Automotive Stock (ORLY)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Jpmorgan Chase & Co Stock (JPM)
Rtx Corporation Stock (RTX)
Costco Wholesale Corporation Stock (COST)
Meta Platforms Inc Cl A Stock (META)
Johnson & Johnson Stock (JNJ)
Tjx Cos Stock (TJX)

View all positions for Beese Fulmer Investment Management

Top funds holding iShares S&P 1500 Index Fund

BlackRock
Wells Fargo & Company
Betterment
Wealthfront Advisers
Morgan Stanley
Alliancebernstein
LPL Financial
Colony
Buckingham Strategic Partners
Envestnet Asset Management
Ronald Blue Trust
SigFig Wealth Management
Ballentine Partners
Auto-Owners Insurance
AlTi Global

View all funds holding iShares S&P 1500 Index Fund