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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

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Quarterly 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