iShares S&P 1500 Index Fund shares owned by Fundamentun
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Fundamentun
from 13F filings
Historical chart of Fundamentun investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Fundamentun
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $145M | 996k | 145.65 |
| 2025-06-30 | $130M | 964k | 135.04 |
| 2025-03-31 | $120M | 987k | 122.01 |
| 2024-12-31 | $127M | 989k | 128.62 |
| 2024-09-30 | $87M | 689k | 125.62 |
| 2024-06-30 | $69M | 578k | 118.78 |
| 2024-03-31 | $54M | 464k | 115.30 |
| 2023-12-31 | $49M | 462k | 105.23 |
| 2023-09-30 | $42M | 442k | 94.19 |
| 2023-06-30 | $42M | 433k | 97.84 |
| 2023-03-31 | $38M | 421k | 90.55 |
| 2022-12-31 | $32M | 382k | 84.80 |
| 2022-09-30 | $31M | 391k | 79.54 |
| 2022-06-30 | $32M | 377k | 83.78 |
| 2022-03-31 | $35M | 344k | 100.94 |
| 2021-12-31 | $32M | 302k | 106.98 |
| 2021-09-30 | $23M | 238k | 98.38 |
| 2021-06-30 | $16M | 162k | 98.76 |
| 2021-03-31 | $13M | 142k | 91.60 |
| 2020-12-31 | $12M | 137k | 86.22 |
| 2020-09-30 | $11M | 141k | 75.49 |
| 2020-06-30 | $11M | 151k | 69.44 |
| 2020-03-31 | $8.6M | 150k | 57.21 |
| 2019-12-31 | $8.1M | 111k | 72.69 |
| 2019-09-30 | $7.8M | 117k | 67.07 |
| 2019-06-30 | $7.2M | 108k | 66.63 |
| 2019-03-31 | $6.2M | 97k | 64.41 |