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iShares S&P 1500 Index Fund shares owned by Family Asset Management

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

Historical chart of Family Asset 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 Family Asset 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 Family Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 13k 125.62
2024-06-30 $1.5M 13k 118.78
2024-03-31 $1.6M 14k 115.30
2023-12-31 $1.5M 14k 105.23
2023-09-30 $1.4M 15k 94.19
2023-06-30 $2.3M 23k 97.84
2023-03-31 $2.4M 27k 90.55
2022-12-31 $2.6M 30k 84.80