iShares S&P 1500 Index Fund shares owned by Forum Financial Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Forum Financial 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 Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $450k | 3.2k | 142.42 |
| 2025-12-31 | $439k | 3.0k | 148.67 |
| 2025-09-30 | $442k | 3.0k | 145.63 |
| 2025-06-30 | $410k | 3.0k | 135.03 |
| 2025-03-31 | $372k | 3.0k | 122.01 |
| 2024-12-31 | $373k | 2.9k | 128.62 |
| 2024-09-30 | $359k | 2.9k | 125.62 |
| 2024-06-30 | $292k | 2.5k | 118.78 |
| 2024-03-31 | $311k | 2.7k | 115.30 |
| 2023-12-31 | $242k | 2.3k | 105.23 |
| 2023-09-30 | $216k | 2.3k | 94.19 |
| 2023-06-30 | $224k | 2.3k | 97.84 |
| 2023-03-31 | $209k | 2.3k | 90.55 |
| 2022-12-31 | $328k | 3.9k | 84.80 |
| 2022-09-30 | $217k | 2.7k | 79.46 |
| 2022-06-30 | $221k | 2.6k | 83.62 |
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