iShares S&P 1500 Index Fund shares owned by FSM Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by FSM Wealth Advisors
from 13F filings
Historical chart of FSM Wealth Advisors 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 FSM Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 1500 Index Fund by FSM Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $229k | 1.8k | 125.62 |
2024-06-30 | $217k | 1.8k | 118.78 |
2024-03-31 | $210k | 1.8k | 115.30 |