iShares S&P 1500 Index Fund shares owned by Fiduciary Alliance
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Fiduciary Alliance
from 13F filings
Historical chart of Fiduciary Alliance investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Fiduciary Alliance 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 Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.3M | 20k | 115.02 |
| 2023-12-31 | $2.1M | 20k | 105.23 |
| 2023-09-30 | $1.9M | 20k | 94.19 |
| 2023-06-30 | $1.9M | 20k | 97.84 |
| 2023-03-31 | $2.0M | 22k | 90.55 |
| 2022-12-31 | $1.8M | 22k | 84.80 |