iShares S&P 1500 Index Fund shares owned by Fidelis Capital Partners
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Fidelis Capital Partners
from 13F filings
Historical chart of Fidelis Capital Partners investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Fidelis Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 11k | 145.65 |
| 2025-06-30 | $1.6M | 11k | 138.21 |
| 2025-03-31 | $1.3M | 11k | 120.13 |
| 2024-12-31 | $1.7M | 13k | 131.52 |
| 2024-09-30 | $1.7M | 13k | 126.49 |
| 2024-06-30 | $2.1M | 18k | 113.50 |
| 2024-03-31 | $2.1M | 19k | 115.30 |
| 2023-12-31 | $2.3M | 21k | 105.23 |
| 2023-09-30 | $2.5M | 26k | 94.19 |
| 2023-06-30 | $2.4M | 25k | 97.84 |
| 2023-03-31 | $2.1M | 23k | 90.80 |
| 2022-12-31 | $1.4M | 16k | 86.05 |