iShares S&P 1500 Index Fund shares owned by Forte Capital
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Forte Capital
from 13F filings
Historical chart of Forte Capital investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Forte Capital 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 Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $430k | 3.3k | 128.62 |
| 2024-09-30 | $307k | 2.4k | 125.61 |
| 2024-06-30 | $279k | 2.3k | 118.78 |
| 2024-03-31 | $279k | 2.4k | 115.30 |
| 2023-12-31 | $268k | 2.5k | 105.23 |
| 2023-09-30 | $469k | 5.0k | 94.19 |
| 2023-06-30 | $6.4M | 66k | 97.84 |
| 2023-03-31 | $6.2M | 68k | 90.55 |
| 2022-12-31 | $5.8M | 68k | 84.80 |
| 2022-09-30 | $5.5M | 69k | 79.54 |
| 2022-06-30 | $7.6M | 71k | 106.99 |
| 2022-03-31 | $7.6M | 71k | 106.99 |
| 2021-12-31 | $7.6M | 71k | 106.99 |
| 2021-09-30 | $7.1M | 72k | 98.38 |
| 2021-06-30 | $7.1M | 72k | 98.76 |
| 2021-03-31 | $346k | 3.8k | 91.70 |
| 2020-12-31 | $253k | 2.9k | 86.38 |
| 2020-09-30 | $240k | 3.2k | 75.50 |
| 2020-06-30 | $221k | 3.2k | 69.52 |