iShares S&P 1500 Index Fund shares owned by ForthRight Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by ForthRight Wealth Management
from 13F filings
Historical chart of ForthRight Wealth Management investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by ForthRight Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $685k | 4.7k | 145.65 |
| 2025-06-30 | $641k | 4.7k | 135.03 |
| 2025-03-31 | $579k | 4.7k | 122.02 |
| 2024-12-31 | $669k | 5.2k | 128.62 |
| 2024-09-30 | $736k | 5.9k | 125.62 |
| 2024-06-30 | $699k | 5.9k | 118.79 |
| 2024-03-31 | $814k | 7.1k | 115.30 |
| 2023-12-31 | $809k | 7.7k | 105.24 |
| 2023-09-30 | $812k | 8.6k | 94.19 |
| 2023-06-30 | $848k | 8.7k | 97.84 |
| 2023-03-31 | $810k | 8.9k | 90.55 |
| 2022-12-31 | $764k | 9.0k | 84.80 |
| 2022-09-30 | $755k | 9.5k | 79.55 |
| 2022-06-30 | $807k | 9.6k | 83.84 |
| 2022-03-31 | $1.1M | 1.1k | 1000.00 |
| 2021-12-31 | $1.2M | 11k | 106.96 |
| 2021-09-30 | $1.1M | 12k | 98.36 |
| 2021-06-30 | $1.1M | 11k | 98.77 |
| 2021-03-31 | $985k | 11k | 91.56 |
| 2020-12-31 | $990k | 12k | 86.22 |
More positions owned by ForthRight Wealth Management
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