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
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Heritage Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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
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