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
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Forte Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |