iShares S&P 1500 Index Fund shares owned by Heritage Investment Group
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Heritage Investment Group
from 13F filings
Historical chart of Heritage Investment Group investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Heritage Investment Group 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 Heritage Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $260k | 1.8k | 145.65 |
| 2025-06-30 | $239k | 1.8k | 135.04 |
| 2025-03-31 | $216k | 1.8k | 122.01 |
| 2024-12-31 | $228k | 1.8k | 128.62 |
| 2024-09-30 | $223k | 1.8k | 125.62 |
| 2024-06-30 | $223k | 1.9k | 118.93 |
| 2024-03-31 | $231k | 2.0k | 115.15 |
| 2023-12-31 | $211k | 2.0k | 105.18 |
| 2022-12-31 | $232k | 2.7k | 84.80 |