iShares S&P 1500 Index Fund shares owned by Heritage Financial Services
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Heritage Financial Services
from 13F filings
Historical chart of Heritage Financial Services 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 Heritage Financial Services 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 Heritage Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $19M | 151k | 125.62 |
| 2024-06-30 | $19M | 159k | 118.78 |
| 2024-03-31 | $20M | 172k | 115.30 |
| 2023-12-31 | $20M | 193k | 105.23 |
| 2023-09-30 | $20M | 207k | 94.19 |
| 2023-06-30 | $21M | 212k | 97.84 |
| 2023-03-31 | $19M | 210k | 90.55 |
| 2022-12-31 | $17M | 203k | 84.80 |
| 2022-09-30 | $16M | 206k | 79.54 |
| 2022-06-30 | $17M | 203k | 83.78 |
| 2022-03-31 | $20M | 199k | 100.94 |
| 2021-12-31 | $19M | 175k | 106.98 |
More positions owned by Heritage Financial Services
View all positions for Heritage Financial Services