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iShares S&P 1500 Index Fund shares owned by Fortress Financial Solutions

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Fortress Financial Solutions from 13F filings

Historical chart of Fortress Financial Solutions 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 Fortress Financial Solutions 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 Fortress Financial Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.0M 28k 145.65
2025-06-30 $3.8M 29k 135.04
2025-03-31 $3.7M 30k 122.01
2024-12-31 $4.2M 33k 128.62

More positions owned by Fortress Financial Solutions

Invesco Qqq Tr Unit Ser 1 (QQQ)
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Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core S&p Scp Etf (IJR)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Vanguard World Mega Cap Index (MGC)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Amazon (AMZN)

View all positions for Fortress Financial Solutions

Top funds holding iShares S&P 1500 Index Fund

BlackRock
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Morgan Stanley
Alliancebernstein
LPL Financial
Colony
Buckingham Strategic Partners
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Ronald Blue Trust
SigFig Wealth Management
Ballentine Partners
Auto-Owners Insurance
AlTi Global

View all funds holding iShares S&P 1500 Index Fund