iShares S&P 1500 Index Fund shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood 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 Heartwood 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 Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $377k | 3.0k | 125.62 |
| 2024-06-30 | $357k | 3.0k | 118.78 |
| 2024-03-31 | $346k | 3.0k | 115.30 |
| 2023-12-31 | $329k | 3.1k | 105.23 |
| 2023-09-30 | $295k | 3.1k | 94.19 |
| 2023-06-30 | $306k | 3.1k | 97.84 |
| 2023-03-31 | $283k | 3.1k | 90.55 |