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
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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 |
|---|---|---|---|
| 2025-09-30 | $699k | 4.8k | 145.64 |
| 2025-06-30 | $652k | 4.8k | 135.82 |
| 2025-03-31 | $581k | 4.8k | 122.01 |
| 2024-12-31 | $599k | 4.6k | 130.24 |
| 2024-09-30 | $229k | 1.8k | 125.62 |
| 2024-06-30 | $217k | 1.8k | 118.78 |
| 2024-03-31 | $210k | 1.8k | 115.30 |