iShares S&P 1500 Index Fund shares owned by Financial Management Network
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Financial Management Network
from 13F filings
Historical chart of Financial Management Network investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Financial Management Network
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $296k | 2.0k | 147.03 |
| 2025-06-30 | $278k | 2.0k | 136.84 |
| 2025-03-31 | $319k | 2.9k | 109.99 |
| 2024-12-31 | $372k | 2.9k | 130.07 |
| 2024-09-30 | $402k | 3.2k | 125.46 |
| 2024-06-30 | $391k | 3.2k | 120.82 |
| 2024-03-31 | $416k | 3.7k | 112.95 |
| 2023-12-31 | $376k | 3.6k | 103.32 |
| 2023-09-30 | $341k | 3.7k | 93.39 |
| 2023-06-30 | $351k | 3.6k | 98.05 |
| 2022-03-31 | $220k | 2.2k | 102.14 |
| 2021-12-31 | $250k | 2.3k | 107.57 |
| 2021-09-30 | $216k | 2.2k | 98.18 |
| 2021-06-30 | $220k | 2.2k | 100.05 |
| 2021-03-31 | $206k | 2.1k | 96.53 |
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