iShares S&P 1500 Index Fund shares owned by Family Wealth Partners
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Family Wealth Partners
from 13F filings
Historical chart of Family Wealth Partners investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Family Wealth Partners 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 Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $40M | 274k | 145.65 |
| 2025-06-30 | $37M | 277k | 135.04 |
| 2025-03-31 | $33M | 270k | 122.01 |
| 2024-12-31 | $33M | 255k | 128.62 |
| 2024-09-30 | $27M | 214k | 125.62 |
| 2024-06-30 | $25M | 211k | 118.78 |
| 2024-03-31 | $21M | 185k | 115.30 |
| 2023-12-31 | $12M | 116k | 105.23 |