iShares S&P 1500 Index Fund shares owned by Forte Asset Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Forte Asset Management
from 13F filings
Historical chart of Forte Asset 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 Forte Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 1500 Index Fund by Forte Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.0M | 28k | 145.65 |
| 2025-06-30 | $3.7M | 27k | 135.04 |
| 2025-03-31 | $3.3M | 27k | 122.01 |
| 2024-12-31 | $3.5M | 27k | 128.62 |
| 2024-09-30 | $3.4M | 28k | 125.62 |
| 2024-06-30 | $3.2M | 27k | 118.78 |
| 2024-03-31 | $3.1M | 27k | 115.30 |
| 2023-12-31 | $2.9M | 27k | 105.23 |
| 2023-09-30 | $3.1M | 32k | 94.63 |
| 2023-06-30 | $2.6M | 27k | 97.84 |
| 2023-03-31 | $2.4M | 27k | 90.55 |
| 2022-12-31 | $2.4M | 29k | 84.80 |
| 2022-09-30 | $303k | 3.8k | 79.63 |
| 2022-06-30 | $319k | 3.8k | 83.68 |