iShares S&P 1500 Index Fund shares owned by Shepherd Financial Partners
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Shepherd Financial Partners
from 13F filings
Historical chart of Shepherd Financial Partners investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Shepherd Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $357k | 2.5k | 145.65 |
| 2025-06-30 | $331k | 2.5k | 135.04 |
| 2025-03-31 | $299k | 2.5k | 122.01 |
| 2024-12-31 | $315k | 2.5k | 128.62 |
| 2024-09-30 | $308k | 2.5k | 125.62 |
| 2024-06-30 | $291k | 2.5k | 118.78 |
| 2024-03-31 | $283k | 2.5k | 115.30 |
| 2023-12-31 | $258k | 2.5k | 105.23 |
More positions owned by Shepherd Financial Partners
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