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iShares S&P 1500 Index Fund shares owned by Fairvoy Private Wealth

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Fairvoy Private Wealth from 13F filings

Historical chart of Fairvoy Private Wealth 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 Fairvoy Private Wealth 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 Fairvoy Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.0M 55k 145.65
2025-06-30 $7.6M 56k 135.04
2025-03-31 $7.0M 58k 122.01
2024-12-31 $9.8M 76k 128.62