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iShares S&P 1500 Index Fund shares owned by Northeast Investment Management

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Northeast Investment Management from 13F filings

Historical chart of Northeast Investment Management 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 Northeast Investment Management 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 Northeast Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $760k 5.2k 145.65
2025-06-30 $705k 5.2k 135.04
2025-03-31 $637k 5.2k 122.01
2024-12-31 $671k 5.2k 128.62
2024-09-30 $659k 5.2k 125.62
2024-06-30 $623k 5.2k 118.78
2024-03-31 $775k 6.7k 115.30
2023-09-30 $292k 3.1k 94.19
2023-06-30 $610k 6.2k 97.84