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iShares S&P 1500 Index Fund shares owned by Fiduciary Advisors

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

Historical chart of Fiduciary Advisors 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 Fiduciary Advisors 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 Fiduciary Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $968k 6.5k 148.69
2025-09-30 $993k 6.8k 145.66
2025-06-30 $890k 6.6k 135.04
2025-03-31 $868k 7.1k 122.01
2024-12-31 $759k 5.9k 128.61