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iShares S&P 1500 Index Fund shares owned by Ferguson Wellman Capital Management

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

Historical chart of Ferguson Wellman Capital 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 Ferguson Wellman Capital 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 Ferguson Wellman Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.6M 44k 125.62
2024-06-30 $5.2M 44k 118.78
2024-03-31 $5.1M 44k 115.30
2023-12-31 $4.6M 44k 105.23
2023-09-30 $4.1M 44k 94.19
2023-06-30 $4.3M 44k 97.84
2023-03-31 $4.0M 44k 90.55
2022-12-31 $3.7M 44k 84.81
2022-09-30 $3.5M 44k 79.54
2022-06-30 $3.7M 44k 83.78
2022-03-31 $4.5M 44k 100.94
2021-12-31 $4.6M 43k 106.97
2021-09-30 $4.2M 43k 98.39