iShares S&P 1500 Index Fund shares owned by Hefty Wealth Partners
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Hefty Wealth Partners
from 13F filings
Historical chart of Hefty Wealth Partners 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 Hefty Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 1500 Index Fund by Hefty Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2018-03-31 | $9.6M | 158k | 60.46 |
| 2017-12-31 | $10M | 166k | 61.14 |
| 2017-09-30 | $9.3M | 162k | 57.63 |