iShares S&P 1500 Index Fund shares owned by Root Financial Partners
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Root Financial Partners
from 13F filings
Historical chart of Root Financial Partners investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Root Financial Partners 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 Root Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $340k | 2.3k | 145.66 |
| 2025-06-30 | $258k | 1.9k | 135.04 |
| 2025-03-31 | $278k | 2.3k | 123.21 |
| 2024-12-31 | $365k | 2.8k | 128.61 |
| 2024-09-30 | $224k | 1.8k | 125.60 |